Legado Updates
Keep up-to-date checking out our news articles and blog posts
The UK wealth industry is preparing for a fundamental shift. With the launch of the Financial Conduct Authority’s Targeted Support regime, firms will soon be able to provide guided, non-advised financial prompts - designed to help consumers make better decisions about their pensions, ISAs, and long-term savings. Announced as part of the July 15 Mansion [...]
Why Royal Mail’s delivery cuts demand urgent action from legal, financial, and insurance providers From August 2025, Royal Mail will stop delivering second-class post on Saturdays—reducing service to just three days per week.This change, approved by Ofcom as part of broader postal reform, might sound like an operational footnote. But for regulated industries—where timing, auditability, [...]
Explore the latest insights from wealth professionals across the UK. This year’s Adviser Communications Report reveals where firms are falling short on secure communication, auditability, and client expectations — and what they can do about it. Packed with real data and practical observations, it’s a must-read for anyone reviewing their comms strategy in 2025.
1 October 2025 | 11:00 – 11:45am BST | Online | Free to attend Is your member communication strategy keeping up with the demands of Consumer Duty and data security? Join Legado for a free, 45-minute webinar designed specifically for building societies. We'll explore how organisations are improving member communications using secure digital delivery [...]
A Moment for Reflection Legal technology for will writing in Scotland is gaining attention as reforms take shape elsewhere in the UK. The Law Commission of England and Wales recently published final recommendations to modernise the Wills Act, including proposals to allow for the digital signing and witnessing of wills. While these changes do not [...]
How trust, security, and purpose built one of the UK’s most innovative digital infrastructure platforms In this episode of Edinburgh Business Stories, our CEO Josif Grace shares the journey behind founding Legado — and why building secure, client-first infrastructure for regulated industries matters now more than ever. The conversation explores: Learn more about Legado today, […]
Edinburgh, Scotland, 30 April 2025 – Legado, one of Scotland’s fastest-growing technology scale-up companies, is on track for record revenue in 2025. Having posted average year-on-year revenue growth of over 100 per cent for the last three years, the company is targeting revenue in excess of £3 million this year. The Edinburgh-headquartered tech group now […]
The private client landscape is shifting, and in its wake are eye-opening client expectation gaps and practice challenges that private client teams cannot afford to ignore. In the latest Legado report: The Future of Private Client Law, we uncover the significant disconnect between client expectations and the experience that private client law firms currently provide. […]
Private client law is evolving—are you keeping up? With client expectations shifting, digital adoption accelerating, and regulatory demands increasing, the legal sector is at a turning point. Legado’s latest report explores the trends shaping the future of private client law and the steps firms must take to stay ahead.
Edinburgh, 17 February 2025 – Scottish Building Society, the oldest remaining building society in the world, has partnered with Legado to implement technology aimed at enhancing member communications. As a member-owned mutual, Scottish Building Society’s focus and purpose is to help people save money, and to help people buy homes, with everyone who opens a […]
WPS Advisory, a leading independent financial advisory and employee benefit consultancy, has partnered with Moneyhub and Legado to launch the innovative LifeStage app. Powered by Moneyhub’s Open Finance technology, LifeStage provides employees of WPS Advisory’s corporate clients with tools to better manage their financial health. Integrated with Legado’s Digital Vault, the app also offers secure […]
Moneyhub, the engagement, data and customer journey platform and Legado, the communications platform have partnered to integrate Legado’s Document Vault and Interactive Hub onto the Moneyhub Open Finance platform. This integration allows Moneyhub clients to see and store what matters most to their customers, increasing opportunities for engagement. Legado’s Digital Vault, a highly secure and […]
