Old Mutual Wealth

Financial Conduct Authority

Platforms still haunted by replatforming gripes

Platforms still haunted by replatforming gripes

Advising on investment trusts ‘part of being an IFA’

Advising on investment trusts ‘part of being an IFA’

‘Our model is that we believe in face-to-face financial advice’

‘Our model is that we believe in face-to-face financial advice’

Insistent clients pose ‘real challenge’ for advisers

Insistent clients pose ‘real challenge’ for advisers

Defined Benefit

Advisers turn their backs on 'abridged advice'

Advisers turn their backs on 'abridged advice'

Quilter considers selling heritage life business

Financial Conduct Authority

FCA cracks down on Woodford and DB pensions: the week in news

Quilter Investors reveals details of income range

Platform giants warn of unintended consequences of FCA rules

Platforms reassure advisers over Woodford fund suspension

Quilter replatforming 'on track'

Platforms profiting twice from client cash revealed

Quilter donates to charity after dashboard hiccup

Quilter's DB transfer business cut by £400m

Defined Contribution

Pensions switching initiative adopted by 21 firms

Quilter protection arm pays out £150m over two years

Private equity investors eye-up platforms

Quilter's Porteous leaves after a year

Sesame Bankhall Group

Sesame launches adviser apprenticeship scheme

Offering quality service is about making every client feel valued

Big platforms see £110m outflows

Further changes at the top of Quilter

Quilter advice director Speirs steps down

FCA closes fees probe into life insurers

How plain English is transforming CI