Insurance Regulation

FCA Bans Denis Lee Morgan Over Poor Pensions Advice

Latest news from the FCA; The Financial Conduct Authority has banned Denis Lee Morgan of Pembrokeshire Mortgage Centre Limited (in liquidation) (PMC) from advising any customers on pension transfers and pension opt outs, and from […]

Legal

Allen & Overy Advising Samsung Life

Latest deals news for you; Allen & Overy advises Samsung Life Insurance in relation to its 20% equity acquisition of the French infrastructure investment and management company Meridiam. Samsung Life Insurance, the largest insurance company […]

Conference report

WFH Customer Advisor Services From Sensee

Little info for you just before BIBA opens its virtual doors. Sensée is the UK’s only provider of flexible Customer Management services using fully-employed home-based advisers and managers.  Our specialist services to the UK insurance […]

Investment

HNW Advisors Often Box Ticking, Not Actually Advising

Far too many wealth advisers view risk profiling as an unnecessary box-ticking exercise, leading to poor client outcomes, according to behavioural finance experts Oxford Risk. Risk profiling is essential to providing good advice and ensuring […]

Life/Health/Critical illness

HSBC Survey Reveals Advisors Want More Underwriting Technology

New independent research for HSBC reveals financial advisers believe innovation leading to faster underwriting is the most important requirement in the individual protection market to help drive growth, with 50 per cent of advisers calling […]

Legal

Clyde & Co Advise Arch Re on Precision Marketing Deal

Global law firm Clyde & Co has advised Arch Worldwide Reinsurance Group (Arch Re) on its acquisition of a majority stake in data-driven marketing and distribution solutions provider, Precision Marketing Asia Pacific (PMAP) which completed […]

Legal

Claims: New HealthTech Can Help With Assisted Living & PI Recovery

The Covid-19 outbreak has revealed the inflexibility and lack of innovation in personal care systems around the world.  Relieving these pressures will require an innovative new approach.  A new report, The Future of Care: is Technology the Answer?, […]

News

CountingUp Launches Self Assessment Tax Calculation Tool

As the self-assessment tax deadline looms, and 3 million tax returns are not yet submitted, the worlds of banking and tax continue to collide to create new alternatives for small businesses. Countingup, the UK’s number one […]