A Suffolk-based adviser and former STEP member, Steven Long, has been jailed for eight years and four months after pleading guilty to two counts of fraud by abuse of position after he and an associate helped themselves to client money which should have been placed into trusts.

The government has been urged to create a national framework for measuring retirement adequacy, built around a minimum income threshold and target replacement rates.

I am glad former Pensions Minister Baroness Ros Altmann has warned of the potentially huge damage to pension planning a new government move on State Pension Age, literally slipped in to an OBR report, could cause.

Expanding Chartered Financial Planner Fairstone has acquired two Financial Planning firms managing a total of £183m AUM/A near its North East base.

Latest figures from HMRC reveal that the number of higher rate tax payers is set to have risen rise by nearly 2.5m over the past two years as fiscal drag pulls more high earners into higher rate tax bands.

The Chartered Institute for Securities & Investment (CISI), the professional body for Certified Financial Planners, has thrown its weight behind a new national training campaign, the Financial Services Commission’s (FSSC) Skills Compact.

The Financial Services Compensation Scheme has declared failed mini-bond linked firm Equity For Growth (Securities) Limited (EFG) as in default.

Government plans to bring forward the rise in State Pension age to 68 by seven years will hit the poorest and most vulnerable older citizens, former Pensions Minister Baroness Ros Altmann has warned.

An additional 1.5m State Pensioners are set to pay income tax this year, according to data released this week by HMRC and analysed by financial services consultancy Broadstone.

National Financial Planning firm Finli Group has acquired seven adviser firms in the second quarter of 2026, with the deals adding an additional £269m in assets under management.