The FCA is to probe potential regulatory breaches related to NatWest's unilateral closure of politician Nigel Farage’s Coutts bank account earlier this year.

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Members of the OurPFS campaign group of Financial Planners has called for an investigation into what it alleges is a ‘missing’ £10m in funds it says are being held by PFS parent body the Chartered Insurance Institute.

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Chartered Insurance Institute CEO Alan Vallance has resigned after just over a year to become the new CEO of the Institute of Chartered Accountants in England and Wales (ICAEW).

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The Certified Financial Planner designation, the global qualification for Financial Planners, has been extended to Financial Planners in Italy.

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Wealth manager and SIPP provider Mattioli Woods has appointed a new chair to help steer the company as its advice business continues to grow.

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More than £26bn in pension pots is ‘missing’ because savers have lost track of their retirement pots, according to new analysis.

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The Personal Finance Society was hit by soaring costs in 2022 as it spent heavily on legal and consultancy fees during its row with parent body the Chartered Insurance Institute.

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The Personal Finance Society is planning to publish quarterly reports for members to enable them to better hold the organisation to account, CEO Donald MacIntyre has pledged. 

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DB transfer values have fallen by a third since June 2018, according to the latest data from XPS’s Transfer Value Index.

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Wealth manager and Financial Planner Evelyn Partners has appointed Andrew Moat as a Financial Planner in its Nottingham office.

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