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The Morning Briefing: Mattioli Woods's rich pickings and smart tech

Good morning and welcome to your Morning Briefing for Friday 27 August, 2021. To get this in your inbox every morning click here. Rich pickings Mattioli Woods has been one of companies that immediately comes to mind when you think of the word acquisition. It has bought a number of firms at a steady pace with the two ....

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The Morning Briefing: Suitability sequel scrapped; savings dilemma

The Morning Briefing: Suitability sequel scrapped; savings dilemma
moneymarketing.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymarketing.co.uk Daily Mail and Mail on Sunday newspapers.

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TRADING UPDATES: Taylor Maritime in placing; Blackbird eyes US backing

TRADING UPDATES: Taylor Maritime in placing; Blackbird eyes US backing
lse.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from lse.co.uk Daily Mail and Mail on Sunday newspapers.

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Paul Creighton-Williamson: Deep thinking required on client vulnerability

Paul Creighton-Williamson: Deep thinking required on client vulnerability
It s nearly two years since the Financial Conduct Authority (FCA) published its seminal ‘
Guidance Consultation 19-03 on the treatment of vulnerable customers and three months since the regulator concluded its final guidance entitled:
Both documents are lengthy, the final guidance document runs to a daunting 56 pages. However, it s one of the more critical areas for providers and advisers alike to get right, not least because in between the publication of the guidance consultation in mid-2019 and the arrival of FG21/1 in February 2021, the UK lost more than 120,000 of its people to Covid-19 and many thousands more have been rendered vulnerable as a result the effects of the pandemic. ....

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Adrian Boulding: Five benefit statement pointers and one to avoid

Adrian Boulding: Five benefit statement pointers and one to avoid
Perhaps don t pick up the phone.
Adrian Boulding: Five benefit statement pointers and one to avoid
Adrian Boulding
Moves by the DWP to introduce a benefit statement season will see retirees across the country given their pension stats at the same time in a consistent format - but what do they hope people will get from the information? Adrian Boulding explores the possible outcomes
As pensions minister Guy Opperman progresses his plans for a benefit statement ‘season - as a proposed short period each year during which all people with a UK pension will receive their annual benefit statements - what are the behaviours we would like future statements to foster in receivers of these annual round-up documents? ....

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