Financial planning-led wealth manager Atomos has partnered with fintech Fincalc to strengthen its centralised retirement proposition and client onboarding processes.

Savers could be losing £1.7bn from their pension pots due to poorly informed transfers made in the year to 30 June, according to master trust People’s Pension.

Consultancy firm Barnett Waddingham has appointed Emily Crotty as head of SIPP risk and Rebecca Smith as head of SIPP finance.

The FCA is not planning on developing any additional regulations concerning the use of artificial intelligence (AI) by financial services firms.

Financial Planning Today Magazine's brand new Sept-Oct issue is out now and ready to view, packed with features and articles aimed for Financial Planners, Paraplanners and Wealth Managers.

The Chartered Institute for Securities & Investment (CISI) Financial Planning Conference will host its flagship event on 2 and 3 October at the De Vere Beaumont Estate in Windsor.

Manchester-based Pareto Financial Planning has recruited three new staff, including a Chartered Financial Planner as well as an employee benefits consultant.

There’s been a 10% growth in annuities quotes this year, according to pensions technology provider iPipeline.

Investment research and consultancy firm Square Mile has rebranded as Titan Square Mile and launched a new distributor model portfolio service (MPS).

UK DB pension surpluses hit a record £223bn in August against long-term funding targets, according to analysis from pensions consultancy XPS.