FCA’s new Targeted Support enables compliant, non-advised customer nudges around pensions, ISAs, savings. Legado supports secure delivery, audit trails, and scalable engagement aligned with Consumer Duty.
Author Archives: Jessica Metelski
Royal Mail ends Saturday second-class delivery in August 2025, threatening SLA compliance for regulated firms. Legado offers digital solutions to mitigate risk, enhance auditability, and reduce dependency on mail.
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.
Join Legado’s October webinar to learn how building societies can meet Consumer Duty, protect member data, and modernise communications—moving away from outdated paper-based workflows.
Although Scotland isn’t yet modernising wills legislation, digital tools are reshaping client expectations. Legado enables secure, efficient will‑planning consistent with Scots law and growing digital demand.
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, […]