Today is the ninth annual World Financial Planning Day, run by the Denver-based Financial Planning Standards Board (FPSB).

St James’s Place has added four new passive fund-of-funds to its Polaris range, in its first purely passive launch.

Wealth management trade association PIMFA has voiced concerns about the effectiveness of the Treasury’s proposed reforms for the Financial Ombudsman Service.

Nine in ten firms have taken on a larger number of clients under the age of 40 than in previous years, according to a new report.

More than one in three pension schemes believe the arrival of the Pensions Dashboards - due next year - will spur a 30%-50% increase in member activity.

Wealth manager and Financial Planner Titan Wealth has launched a dedicated sports division in partnership with global business Premier Sports Network.

A new petition is calling on government to make a public commitment to a Pension Tax Lock, pledging not to alter key pension tax incentives – tax-free cash entitlement and tax relief – for at least this Parliament.

Sales of escalating Guaranteed Income for Life annuities that have some inflation protection, accounted for a fifth of all sales in 2024/25 and have increased by 17% year-on-year.

Manchester-based Chartered Financial Planning firm Suttons Independent Financial Advisors has recruited Richard Higgs as a Chartered Financial Planner.

While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.