Evelyn Partners has expanded the availability of its Model Portfolio Service (MPS), with its Core and Index ranges now accessible through onshore bond wrappers across a number of adviser platforms.



The Chartered Institute for Securities & Investment (CISI has launched a Career Development Week, taking place from 21 to 25 September.

Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said profits grew 11.2% in the six months to 30 June to £11.8m.

Women aged 55-59 have around half (54%) the pension wealth of men of the same age, according to new research from the Pensions Policy Institute.

The State Pension looks set to rise by 3.9% next April after the average earnings figure for the three-month period ending July 2026, published by the ONS today, came in at 3.9%.

Scottish Financial Planning firm Calton’s support network Evergreen has signed up its first group of self-employed Financial Planners.

Six planners, from a diversity of financial services backgrounds and different careers, have joined so far.

Calton said four are working towards CAS, two are brand new to the profession, while three have decades of combined experience in non-advisory roles in financial services.

The cohort comprises financial coach Leticia Fonseca, wine business owner Simon Lloyd, former banker James McHugh, Bex Welthy, Matthew Starr and Jan Mosalski.

Clockwise from top left: Leticia Fonseca, Simon Lloyd, James McHugh, Bex Welthy, Matthew Starr, Jan Mosalski.

Leticia Fonseca founded her financial coaching business seven years ago. She said: “The foundations of a successful partnership are shared values, a shared sense of purpose and, importantly, a shared ambition to do things exceptionally well. I’m looking forward to learning from my peers while growing my business.”

Simon Lloyd ran his own wine business for more than 20 years, before changing career in midlife to become a Financial Planner. He said: “I wanted to be part of something which shared my values and reflected why I had chosen to become involved in financial advice in the first place.”

Former banker James McHugh said: “As a career-changer I didn’t feel that a lot of the avenues into the industry suited my ambitions, with limited options to achieving CAS being one of the main hurdles. Evergreen has recognised this as an issue and confronted it head on.’”

Simon Lloyd said he was “attracted by Evergreen’s adoption of Pilot as a CRM system, as well as their choice of Fundment as platform and Aspen for MPS – as a self-employed adviser with no admin support these offer me all I need.”

Bex Welthy is an adviser with 10 years’ experience who is striking out for the first time as self-employed adviser while earning a counselling qualification. She intends to focus her practice on delivering extra support for vulnerable clients.

She said: “I decided on Evergreen because I like how their process is streamlined and not over- complicated, either for me or my clients.”

The network aims to address industry pressure around adviser capacity, barriers to entry and lack of scalable career pathways.

It is led by Hayley Rabbets along with Calton’s founder and CEO, Tom Ham, who founded the Financial Planning and investment management firm, in 2021.

Crispin Odey, founder of Odey Asset Management LLP (OAM), has had his lifetime ban by the FCA upheld by the Upper Tribunal today but his fine has been reduced.

The latest issue of Financial Planning Today magazine for Sept/Oct is out now with contributions from leading Financial Planning business owners who reveal some of their top growth strategies and what drives them on.

SIPP savers have been warned to be wary of small platform fees and unclaimed tax relief after new analysis suggested a higher-rate taxpayer could be up to £138,948 worse off because of fees and taxes.

Only two-in-five (40%) adults know where all their private and workplace pensions are held.