Personal finance

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Bank of America launches digital 401(k) and retirement planning

/payments

Bank of America launches digital 401(k) and retirement planning

Bank of America's recent Workplace Benefits Report reveals that the two key areas where employees need financial wellness resources are: retirement education and planning, and learning how to generate income in retirement.

Atom bank launches tax-efficient Easy Access ISA

/retail

Atom bank launches tax-efficient Easy Access ISA

UK’s Atom bank has announced the launch of its Easy Access Cash Individual Savings Account (ISA).

Sustainable Finance.Live 2025 comes to a catalytic close

/sustainable

Sustainable Finance.Live 2025 comes to a catalytic close

Charlotte O’Leary, CEO, Pensions for Purpose, brought Sustainable Finance.Live 2025 to a close with a passionate keynote on the underutilised role of pensions in the sustainability conversation - and spoke to a new, catalytic era.

EU foils €600m crypto scam

/crime

EU foils €600m crypto scam

European authorities have arrested nine people in connection with a cryptocurrency money laundering network that defrauded victims of more than €600m

28m Brits use AI tools to help manage their money - Lloyds

/ai

28m Brits use AI tools to help manage their money - Lloyds

More than half of UK adults have used artificial intelligence in the last year to help them manage their money – making personal finance the nation’s number one use of AI, according to research from Lloyds.

Lloyds expands partnership with MyPocketSkill to boost financial literacy

/inclusion

Lloyds expands partnership with MyPocketSkill to boost financial literacy

Lloyds Bank is scaling up its partnership with financial education platform MyPocketSkill to encourage positive money habits in 13-25 year-olds.

SavvyMoney scores $225m investment

/retail

SavvyMoney scores $225m investment

SavvyMoney, a provider of financial wellness tech to banks, credit unions and fintechs, has secured a $225 million minority investment.

Bunq secures US broker dealer licence

/regulation

Bunq secures US broker dealer licence

European challenger bank bunq has been approved by US regulator FINRA to act as a broker dealer in the US market.

Agentic AI platform selected for FCA sandbox

/ai

Agentic AI platform selected for FCA sandbox

Ani Tech, a UK-based agentic AI platform focused on financial advice, has been chosen to participate in the inaugural AI sandbox initiative of the UK's financial regulator, the Financial Conduct Authority (FCA).

OpenAI acquires AI-powered personal investing app

/people

OpenAI acquires AI-powered personal investing app

OpenAI has acquired AI-powered personal finance app Roi in a deal that secures the services of the latter's CEO Sujith Vishwajith.

Wealth app Chip scores £6m investment from Channel 4 VC arm

/wealth

Wealth app Chip scores £6m investment from Channel 4 VC arm

Chip has secured its first institutional investment, with the venture capital unit of UK TV station Channel 4 pumping £6 million into the digital wealth app at a £208 million valuation.

NatWest looks to sell workplace pension and savings app Cushon - report

/retail

NatWest looks to sell workplace pension and savings app Cushon - report

NatWest is in talks to offload its 85% stake in Cushon, two years after spending £144 million for majority ownership of the workplace savings and pensions fintech, according to Sky News.

FCA’s targeted support proposal sparks debate on advice boundaries and consumer access

/regulation

FCA’s targeted support proposal sparks debate on advice boundaries and consumer access

The UK's Financial Conduct Authority (FCA) has released rules for targeted support, which would allow organisations to provide guidance to specific consumers on financial products that would best suit them.

Caixabank enables Apple Pay installment payments in Spain

/retail

Caixabank enables Apple Pay installment payments in Spain

CaixaBank Payments & Consumer, a specialist consumer financing and payment methods subsidiary, tackles card payments in the Iberian market, with a fleet of more than 34 million cards, more than 16 million customers and a share of 31% in invoicing purchases.

Fi Money's 'Magic Lens' gives users a true picture of their net worth

/retail

Fi Money's 'Magic Lens' gives users a true picture of their net worth

Indian money management firm Fi Money is giving users a comprehensive overview of their financial net worth by snapping photos of physical assets and providing an instant valuation.

Computershare named as potential buyer for PrimaryBid

/markets

Computershare named as potential buyer for PrimaryBid

Australian stock transfer agency Computershare is reportedly one of a number of companies looking to acquire UK fintech PrimaryBid which was put up for sale earlier this year

NAB charged $751,000 in penalties for breaching consumer data protection rules

/retail

NAB charged $751,000 in penalties for breaching consumer data protection rules

National Australia Bank (NAB) has paid A$751,000 in penalties after being issued four infringement notices from the Australian Competition and Consumer Commission (ACCC) for not complying with the Consumer Data Right (CDR) Rules.

Regulators pull the plug on rogue 'finfluencers'

/retail

Regulators pull the plug on rogue 'finfluencers'

As described by the UK's FCA, finfluencers are "social media personalities who use their platform to promote financial products and share insights and advice with their followers."

LHV survey: Digital banks should pass savings from not operating physical branches to consumers

/retail

LHV survey: Digital banks should pass savings from not operating physical branches to consumers

As the cost-of-living crisis continues, new research from LHV Bank reveals that 46% of UK adults are struggling to save regularly, despite reported income increases for nearly a third of the population.

Acorns buys family wealth app EarlyBird

/retail

Acorns buys family wealth app EarlyBird

Savings and investment app Acorns has acquired the assets of EarlyBird, a "family wealth and digital memory" platform for kids. Financial terms were not disclosed.

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