Latest News
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Workers lack pension confidence despite employers’ efforts to educate
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Bridging market demonstrates ‘measured’ phase in Q1 2026 – BDLA
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Brokers face affordability ‘paradox’ as income protection importance increases
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GDP contracts by 0.1% in April – ONS
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News in brief - 12 June 2026
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Rosemount Financial Solutions (IFA) launches new AI-powered tool
TECHNOLOGY
There are 661 articles for the TECHNOLOGY category
Rosemount Financial Solutions (IFA) has announced the launch of ProCeding, its new AI-powered tool designed to simplify dealing with ceding scheme providers
Posted: 11/06/2026
Proptech firms and software developers across the homebuying sector have collaborated in a series of hackathons designed to test how property data can be shared across the home-moving process
Posted: 11/06/2026
Artificial intelligence (AI) will reshape financial advice but will not replace advisers, according to a report from Hoxton Wealth
Posted: 05/06/2026
Mortgage brokers are increasingly reassessing their sourcing technology as they look for more integrated systems that streamline the advice process and improve efficiency, according to a poll by One Mortgage System (OMS) and Twenty7tec
Posted: 05/06/2026
Pure Retirement has announced the launch of Lenny, its new AI-driven criteria chatbot, which is designed to leverage its technology commitment and improve its adviser journey
Posted: 04/06/2026
Target Group has recorded a 40% increase in efficiency and colleague satisfaction in managing arrears, following the deployment of its AI-powered Collections Guru agent
Posted: 02/06/2026
Financial services firms must confront a series of "uncomfortable tensions" as generative AI becomes increasingly embedded in the sector, according to a new report from the London Foundation for Banking and Finance (LFBF) and the Institute and Faculty of Actuaries (IFoA).
Posted: 29/05/2026
Financial advisers in the UK lack faith in their system outputs, with just 7% saying they are very confident that their systems produce consistent outputs, research from Defaqto has revealed
Posted: 22/05/2026
Söderberg & Partners Platform, Seccl, and Plannr Technologies have successfully launched a new integration which will deliver a fully unified, API-first ecosystem for financial advisers and their clients
Posted: 05/05/2026
Downing has announced the launch of a new inheritance tax (IHT) calculator ahead of a forecasted surge in receipts over the next five years
Posted: 29/04/2026
Seventy per cent of financial planning firms have reported that AI will not impact their headcount this year, with just 3% planning to reduce current staffing levels as a result of this technology, The Saltus Partnership Programme has found
Posted: 29/04/2026
LandTech has integrated Brickflow’s software into its LandInsight platform to provide developers and property investors with instant funding comparisons during site appraisal
Posted: 28/04/2026
Vernon Building Society has announced a partnership with FintechOS to support its investment in a unified mortgage platform that covers the full lending lifecycle
Posted: 28/04/2026
Dudley Building Society has started the phased roll-out of a new intermediary portal, with the technology now available to a select group of brokers
Posted: 24/04/2026
Masthaven Finance has announced the launch of a new mortgage origination platform, Originate
Posted: 20/04/2026
Nivo has announced the launch of a new market proposition that features AI agents which gather information for lenders and brokers to get a packaged case right on the first attempt
Posted: 16/04/2026
The Right Mortgage (TRM) has announced the launch of a new business support hub, designed to help appointed representative (AR) firms and their advisers grow their businesses
Posted: 09/04/2026
One Mortgage System (OMS) has completed a full API integration with United Trust Bank (UTB) across its first charge residential mortgage range
Posted: 07/04/2026
Legal & General (L&G) Mortgage Club has partnered with Keychain to give its members access to the AI-powered platform
Posted: 01/04/2026
Specialist lender Together has adopted nCino Banking Advisor to improve the efficiency in its loan applications
Posted: 30/03/2026
Mortgage tech provider, Twenty7tec, has announced a new integration with conveyancing services provider, LMS
Posted: 26/03/2026
Quilter Financial Planning has selected fintech firm, Aveni, to support the introduction of AI into its day-to-day advice operations
Posted: 24/03/2026
more2life has announced the launch of a new growth toolkit designed to support later life advisers in building referral relationships with other financial professionals and generate new sources of client introductions
Posted: 23/03/2026
Seventy per cent of traditional mortgage underwriting tasks can now be performed by artificial intelligence (AI), MQube has revealed
Posted: 11/03/2026
Mortgage Magic has launched AI-powered criteria sourcing to enable brokers to instantly match a client’s specific circumstances against thousands of lender rules
Posted: 10/03/2026
Advise Wise has announced the launch of its new collection of trusted specialists, Referral Hub
Posted: 09/03/2026
Twenty7tec has launched ADAPT, a premium upgrade to its RESEARCH platform designed to help advisers stay ahead of product withdrawals, rate changes and criteria shifts in the mortgage market
Posted: 06/03/2026
Monument Technology and One Mortgage System (OMS) have partnered to implement a "next generation" mortgage origination platform for Ecology Building Society
Posted: 05/03/2026
Mortgage Brain has announced that following a successful first pilot last year, its next-generation broker technology will now be rolled out to Primis members through the firms’ partnership
Posted: 04/03/2026
Finova has announced it will power the launch of Offa’s new Sharia-compliant home purchase plan (HPP)
Posted: 02/03/2026
The number of advice professionals already using AI as part of their business has increased from 29% to 60% in the last year, The Lang Cat has revealed
Posted: 25/02/2026
Norton Home Loans has enhanced its broker portal by introducing an online decision in principle (DIP) and a new two-tier affordability assessment using Office for National Statistics (ONS) modelled expenditure
Posted: 24/02/2026
United Trust Bank (UTB) Bridging has revealed that more than half (52%) of its valuations for bridging loans are now delivered through automated valuation models (AVMs)
Posted: 19/02/2026
Nationwide has become the first lender to allow mortgage deeds to be signed electronically and without the need for a witness
Posted: 10/02/2026
Countrywide Surveying Services (CSS) has launched a new virtual inspection tool, SurveySphere, which is designed to enhance the accuracy of non-physical valuations
Posted: 09/02/2026
Intermediary platform Acre has partnered with Halifax as part of a move to allow brokers to run decisions in principle (DIPs) directly through the platform
Posted: 02/02/2026
Mortgage financial technology company MQube has accelerated the onboarding its Origo platform through a new “policy as code” tool.
Posted: 27/01/2026
More than one in five (21%) advisers have used sourcing platforms to aid their client conversations and deliver better outcomes, Advise Wise has revealed
Posted: 21/01/2026
Paradigm has announced the relaunch of its partnership with the affordability platform, Mortgage Broker Tools (MBT), to member firms
Posted: 20/01/2026
The Bank of England (BoE), the Financial Conduct Authority (FCA) and the Treasury have been told by MPs they are not doing enough to manage the risks presented by the increased use of artificial intelligence (AI) in the financial services sector
Posted: 20/01/2026
Advice Guru has announced the launch of a new AI-powered tool, Business Guru
Posted: 14/01/2026
Keystone Property Finance has launched a new technology partnership with the valuation panel management firm, Method, to streamline the valuation process for its brokers and their landlord clients
Posted: 13/01/2026
e4 Strategic has extended its partnership with Caversham House to embed its AI capability into its VERSA platform
Posted: 18/12/2025
7IM has announced a new partnership with Cloud Direct as part of its multi-million-pound and multi-year investment in its proprietary platform and supporting technology
Posted: 25/11/2025
True Potential has rolled out NatWest’s payments and data solution, Payit, to enhance its impulseSave offering
Posted: 06/11/2025
More than 28 million adults have turned to artificial intelligence (AI) to help manage their money, Lloyds Banking Group has revealed
Posted: 03/11/2025
Phoebus Software has entered into a five-year agreement with Monmouthshire Building Society to deliver account serving technology for the society’s 90,000 mortgage and savings members
Posted: 31/10/2025
MorganAsh has made enhancements to the MorganAsh Resilience System (MARS) by adding greater customisation to customers’ vulnerability assessments and flexibility across the platform to support firms across different sectors
Posted: 29/10/2025
Lloyds Bank has announced the successful scaling of its adoption of Microsoft 365 Copilot to accelerate the bank’s AI transformation
Posted: 21/10/2025
Defaqto has launched MPS Comparator performance averages for passive and active portfolios
Posted: 20/10/2025
Legal & General (L&G) has partnered with Microsoft to deliver an AI-powered customer service platform designed to enhance interactions for both customers and employees
Posted: 16/10/2025
AJ Bell has announced the successful integration of digital advice software platform, Dynamic Planner
Posted: 14/10/2025
Step One Finance has selected Phoebus Software as its mortgage servicing partner to support future lending growth
Posted: 30/09/2025
Fintel has announced the launch of a new distribution platform, Omnicore, which is designed to provide a conduit between providers and advisers
Posted: 29/09/2025
The Flower Group has announced the launch of an all-in-one data analysis tool that aims to support the commercial growth of financial planning businesses
Posted: 25/09/2025
Raw Knowledge has launched a new managed smart data platform for the wealth and investment management sector
Posted: 25/09/2025
Acre has launched a refreshed client portal which includes new features that aim to help brokers move clients from first engagement through to completion
Posted: 24/09/2025
Shawbrook Bank and Eligible have launched a new partnership aiming to enhance customer retention and improve the overall borrower experience
Posted: 24/09/2025
MorganAsh has added an upgrade to the algorithms behind the MorganAsh Resilience System (MARS) to improve how it supports clients with multiple vulnerabilities
Posted: 24/09/2025
Phoebus Software has launched a new partnership with Aston University to develop a suite of generative AI-powered tools for banks, building societies and lenders to service mortgage and savings accounts.
Posted: 17/09/2025
More than half (51%) of financial institutions plan to increase their investment in artificial intelligence (AI) over the next 12 months, as attitudes towards the technology shift amid improved productivity, research from Lloyds Banking Group has found
Posted: 05/09/2025
PayPlan has announced a partnership with support services provider, MorganAsh
Posted: 04/09/2025
Almost three quarters (74%) of British consumers prefer to receive financial advice from human advisers rather than using artificial intelligence (AI), Unbiased has found
Posted: 03/09/2025
7IM has launched the first phase of a new reporting suite, which is designed to provide advice firms using its platform with faster access to client data
Posted: 02/09/2025
UK banks are projected to invest over £1.8bn into generative AI (GenAI) technologies by 2030, as they look to seek gains in productivity, cost-efficiency and service excellence, Zopa Bank has stated
Posted: 27/08/2025
Financial advisers are facing an uphill marketing battle, according to a study from Unbiased which found that 44% of advisers named limited budgets as their biggest barrier to growth
Posted: 26/08/2025
PEXA has announced that it is launching its new full proposition to the UK market next month
Posted: 19/08/2025
Precise has revealed that its app has been accessed over 4,000 times in its first 12 months
Posted: 15/08/2025
Iress has reported double-digit growth in its UK division in H1, which the software firm said had significantly contributed to its overall performance
Posted: 11/08/2025
e4 Strategic has launched anew digital workflow management platform, VERSA, which aims to improve efficiency in the conveyancing process
Posted: 05/08/2025
Personalised wealth management platform Stratiphy has launched, seeking to take advantage of demand from UK investors to have more control over their investments
Posted: 04/08/2025
Fiducia Commercial Network has launched a partnership with Doc2, a software firm that provides automated document creation and eSigning
Posted: 10/07/2025
Lantern has adopted new software, powered by DebtStream, to improve its customer-facing portal and provide clients with support as they manage their financial situations
Posted: 02/07/2025
Wealth management consolidator Verso has developed a strategic partnership with Nucleus to launch a new platform
Posted: 25/06/2025
AJ Bell has launched a new streamline platform, AJ Bell Touch, to help financial advisers implement investment advice for their clients
Posted: 23/06/2025
Over two thirds (69%) of advisers are ready to "break up" with their CRM systems, Twenty7tec has found
Posted: 17/06/2025
Foster Denovo has developed a new digital tool that aims to make financial advice more accessible by bridging the “advice gap”
Posted: 16/06/2025
The Financial Conduct Authority (FCA) will launch a Supercharged Sandbox to help financial services firms experiment safely with AI to support innovation
Posted: 09/06/2025
PEXA has completed the UK’s first fully digital property transaction
Posted: 02/06/2025
Afin Bank has launched a new partnership with Nivo to implement its technology solution to handle all broker interactions
Posted: 20/05/2025
Hinckley & Rugby Building Society has partnered with software provider SBS to launch a fully integrated mobile app
Posted: 15/05/2025
Aldermore has extended its partnership with cloud-based mortgage and savings software provider, Finova
Posted: 15/05/2025
Lendlord has launched a new suite of artificial intelligence tools, named LendlordAI, that is designed to support landlords and property investors
Posted: 12/05/2025
Wealth managers and family offices are concerned that companies are making false claims about the extent to which they use artificial intelligence (AI) and the positive impact it is having on their operations, research from Robocap has revealed
Posted: 07/05/2025
Fintech firm Sikoia has announced the launch of a new partnership with loan origination platform, Mast
Posted: 07/05/2025
Countrywide Surveying Services has launched a new decisioning engine, Geoconnect, which is designed to deliver "faster, smarter and more informed" valuation outcomes for lenders, valuers and property professionals
Posted: 06/05/2025
One Mortgage System (OMS) has announced a new partnership with Monument Technology
Posted: 06/05/2025
HALO Invest has unveiled a new research product aimed at supporting investors in finding investment opportunities as it prepares to launch a new adviser platform in the UK
Posted: 17/04/2025
Later life lending platform Air has launched a new app for its Air Club members which will deliver product rate notifications as well as market insight videos from industry experts
Posted: 17/04/2025