Pensions and investment provider Aegon has urged the FCA to consider giving financial advisers a bigger role in the Pensions Dashboards to help clients make “better decisions.”

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Cheshire-headquartered Financial Planner Foresight Wealth Group has acquired £120m AUM local advice firm Cassons Financial Planning.

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Veteran Financial Planner Tony Lewis says he has no plans to retire despite being just a few months away from his 82nd birthday.

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The Institute for Financial Wellbeing (IFW), the non-profit body which aims to promote and campaign for better adviser and client wellbeing, is holding its 2024 annual conference later this month with the theme of ‘Financial Wellbeing 2030.’

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Fintech Iress is to sell its Pulse portfolio management software to SecuritEase Holdings UK Limited, part of New Zealand-based SecuritEase group.

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South East accountants and Financial Planners Carpenter Box have appointed a new director of its Later Life advice team and announced 16 new promotions across the group.

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Fintech and data provider Defaqto has today launched a new tool to provide comparisons between Managed Portfolio Services (MPS) and is also updating its MPS performance data monthly from now on.

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The Bank of England's Monetary Policy Committee voted today by 7-2 to keep the bank base rate at 5.25% for the sixth time amid signs a base rate cut in the second half is possible but by no means certain.

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The Financial Reporting Council, the regulator of auditors, accountants and actuaries, has imposed major fines and sanctions on three audit firms over their failings over the collapse of £237m mini-bond firm London Capital & Finance (LCF) plc.

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Pensions Dashboards, the government's overdue scheme to provide consumers with an all-in-one location for pensions plans, should be expanded to include guidance to help consumers with their decision making, according to the Society of Pension Professionals (SPP).

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