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The Morning Briefing: How advice can rebuild its sense of community; Quilter hires Durling as investment director

Good morning and welcome to your Morning Briefing for Friday 3 May 2024. To get this in your inbox every morning click here. How advice can rebuild its sense of community It was not that long ago financial advice was deemed a ‘cottage industry’ on the basis that, among other things, over 90% of firms had five

United kingdomJanus hendersonKingsley napleyAdrian crawfordAj bell investment associationGoldman sachsJanus henderson groupLifetime savings associationInvestment associationWealthselect managed portfolio serviceMorning briefingSimon durlingFinancial wellness ratingsWorkplace pensionOpen financeScottish widows

Benefits Guru announces financial wellness ratings for workplace pension providers

Benefits Guru has announced its fourth annual Financial Wellness Ratings benchmarking Workplace Pension providers. The ratings look at providers that deliver Open Finance technology in recognition of the growing opportunity and importance of financial insight and improved member outcomes. Among the six providers

United kingdomIan mckennaMercer master trust avivaMy money masterDepartment for businessStandard life gfrp dc masterBenefits guruFinancial wellness ratingsWorkplace pensionOpen financeScottish widowsStandard lifeJoint accountsTransaction historySmart data roadmapTrue potential

Benefits Guru announces Financial Wellness Ratings for Workplace Pension Providers for standalone Open Finance functionality

Benefits Guru announces Financial Wellness Ratings for Workplace Pension Providers for standalone Open Finance functionality
ifamagazine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifamagazine.com Daily Mail and Mail on Sunday newspapers.

United kingdomIan mckennaDepartment for businessOpen financeStandard lifeFinancial wellness ratingsWorkplace pensionScottish widowsBenefits guruJoint accountsTransaction historySmart data roadmap

Benefits Guru announces Financial Wellness Ratings for Workplace Pension Providers

Benefits Guru announces Financial Wellness Ratings for Workplace Pension Providers
ifamagazine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifamagazine.com Daily Mail and Mail on Sunday newspapers.

Jason greenHargreaves lansdownRoy mcloughlinHead of workplace researchFinancial wellness ratingsOpen financeStandard lifeWorkplace pensionScottish widowsPersonalised financial educationVulnerable customersVulnerable customerScottish widows standard lifeTrue potentialFinancial wellnessWorkplace research

Six pension providers achieve gold financial wellness rating

Six pension providers have achieved a gold rating in Benefits Guru’s third annual Financial Wellness Ratings.

Jason greenHargreaves lansdownMercer masterFinancial wellness ratingsOpen financeScottish widowsMercer master trustTrue potentialStandard lifeBenefits guruJason greenHargreaves lansdownScottish widowsStandard lifeMercer master trust