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Over 50% of adviser queries are on death benefits rules

Over half of technical queries received by SIPP operator Curtis Banks over the past month have concerned the subject of death benefits.
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Platform fintech deal sees FNZ and rival GBST combine

Two rival platform 'engine' providers - who run many UK platforms including AJ Bell - have joined forces following a takeover deal.

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Steve Bee's Jargonfree Benefits sold to OpenMoney

Digital advice firm OpenMoney - which combines online and human advice - has acquired Jargonfree Benefits (JFB), the employee benefits business set up by pensions guru and cartoonist Steve Bee.
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Mercer unveils pension and savings dashboard for employees

Mercer has unveiled Mercer Money, a personal finance and ‘financial wellness’ platform allowing a company’s employees to manage their pensions and personal finances in one place.
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Pension savers shunning financial advice - survey

Almost 1 in 2 UK adults (48%) shun financial advisers when it comes to retirement planning advice despite evidence suggesting advised clients were far better financially prepared for retirement.
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  1. Pension savers overtaxed by £535m since 2015
  2. Europe’s best countries for retirement revealed
  3. Pension freedoms withdrawals pass £30bn
  4. Regulator intervenes to improve running of pension fund

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