The CEO and CFO at wealth manager and Financial Planner Evelyn Partners will step down when the firm is acquired by NatWest this summer in a £2.7bn deal.

The number of firms authorised to provide regulated claims management services has fallen markedly in recent years, almost halving since the FCA took over regulation of the sector from the Claims Management Regulator in April 2019.

The Government estimates that up to 2.9m people could cut back on pension saving as a result of the salary sacrifice changes planned by the Treasury.

The High Court has approved pro rata distribution to eligible investors of money recovered by the FCA from Argento Wealth Limited (AWL), which was found to be involved in unlawful activity in connection with an Unauthorised Collective Investment Scheme (UCIS).

A company director has been jailed for eight years and one month for being responsible for and playing a key role in a Ponzi-style £9m investment fraud.

Wealth manager and Financial Planner Quilter has launched Targeted Support and it is offering it through its Quilter Invest arm.

ISAs have been one of the most successful parts of the government’s strategy to encourage saving for several decades now so, of course, it is a perfect time to destroy them (sarcasm intended).

Former Lifetime Financial Management CEO Ian Dickinson has joined the board of Financial Planner and wealth manager Tavistock as a non-executive director with immediate effect.

Regulated firms need to do more to deter sanctions breaches, says the FCA.

Manchester-based Financial Planner Depledge Strategic Wealth Management has seen a six-fold increase in enquiries from legal firms in the first four months of 2026 compared to previous years, it has reported.