Ian Taylor, one of the founders of Transact and a former chief executive, is to step down as an executive director of the platform’s parent in February as he heads for retirement.

National advisory firm Beaufort Financial have appointed Gwilym Lloyd Jones as the new director of its North Wales firm, Beaufort Financial St Asaph & Chester.

The merger of Tilney and Smith & Williamson completed this morning with the group being renamed Tilney Smith & Williamson.

Unividual’s Chartered Financial Planner training programme, Unicademy, received over 200 applications within a day of advertising its 2020 programme.

Hargreaves Lansdown research director Mark Dampier has retired from the fund platform giant.

A tool to help people report suspicious emails, launched by the City of London Police and National Cyber Security Centre (NCSC) in April, has received over 1.7m reports of phishing since its launch.

Financial Planners need to take steps to help their high earning clients to mitigate the considerable financial hit they could take as a result of the Chancellor’s raid on high earners to pay for Britain’s Coronavirus recovery, according to the deVere Group.

If Pension Dashboards are to be successful, they must include all pension savings from day one, Aegon has said.

Standard Life has added a number of new services on its wrap platform to support Financial Planners and improve the experience of their clients following feedback from advisers.

Financial Planning firm The Paraplanner Hub has increased its workforce as business continued to boom during lockdown.