The Personal Finance Society is getting a new look.

Aegon has called for the pensions advice allowance and adviser charging to be combined.

A Chartered Financial Planner’s firm is widening the services it provides to clients by moving into insurance broking.

A boutique wealth management firm run by a Chartered Financial Planner has gone on a hiring spree with a triple appointment.

Financial Planning Today magazine recently conducted a reader’s survey, which found about 26% looking to switch platform because they felt the service failed to be adequate.

Inheritance tax receipts have surged by 22.9% in the first quarter of the tax year, HMRC figures show, prompting a Financial Planner to warn of the possible ‘catastrophic effect on family wealth’.

The Financial Adviser School will launch a standalone soft-skills-only course for qualified advisers.

Bosses working on combining the Cofunds and Aegon platforms say their ambition is to create the “most user friendly experience” in the market.

A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.

St James’s Place says there is increasing interest in DB transfers among its clients but it remains ‘cautious’ in its approach.