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Andy Bell: Pulling at the threads of ill-conceived UK Isa

Money Marketing Weekly Wrap-Up – 20 May to 24 May

FCA focus turns to closed-book customers

Closed-book customers are coming under Consumer Duty from July, so firms need to consider whether their reporting is up to scratch.

AX embraces Consumer Duty standards to benefit fleets and partners

Semi-liquid funds pose Consumer Duty challenges for wealth managers as barriers to entry subside

The adoption of semi-liquid structures poses Consumer Duty challenges for wealth managers, as the regulator steps up scrutiny over individual investor suitability and reporting transparency.

Under pressure: Financial advisers should be updating retirement strategies as needs change

ERC offers guidance to advisers ahead of Consumer Duty changes – Mortgage Strategy

The Equity Release Council has warned advisers they will need to review older lifetime mortgage cases, as these will shortly fall under the new Consumer Duty rules. From July 31 the Financial Conduct Authority’s Consumer Duty rules will include previously sold products and ‘closed’ books of business as well as new

Down 50% in a year! Are the FTSE's 2 worst performers the best shares to buy today?

How generative AI can catapult insurance into the future

Graeme Howard, non-executive director at esynergy, explains how insurance companies that have traditionally been on the back foot can now surge ahead of

Martin Lewis issues warning over 'frustrating' eight word message affecting thousands