Financial Planner Lee Hurst is launching his own wealth management firm in Harrogate to capitalise on what he believes is increasing demand for financial advice following the pension freedoms and recent regulatory changes.

The men behind a financial ‘boiler room’ investment-pushing operation that ripped off 193 mainly elderly and vulnerable victims - cheating them out of £7.5m - have been jailed for a total of 35.5 years following an investigation by the City of London Police fraud teams. 



The Chartered Institute for Securities & Investment (CISI) is to introduce a global Continuing Professional Development (CPD) requirement for all members - 50% of them overseas - and include a requirement for compulsory ethics study.

Kathryn Gannon FPFS of Manning & Company in Cornwall has triumphed in the flagship award at this year’s Personal Finance Society Personal Finance Awards.

The FCA is to require annuity providers to inform clients how much they could gain from shopping around and switching provider before they purchase an annuity under plans announced today.

Injured soldiers and armed forces servicemen are to be offered free financial advice through a Personal Finance Society project.

A Financial Planning firm director fears genuine entrepreneurial investors maybe put off from using flexible pensions such as SSAS, following signals of a scam crackdown.

Financial Planners have been urged to give up just 15 minutes a month to help smoke out pension scammers.

Financial Planners should aim to think more from the client’s point of view and also make better use of technology to improve their businesses.

Standard Life has confirmed that it will retain Elevate, the investment platform it acquired from AXA Wealth, despite also operating its own platform.