Members of the OurPFS campaign group of Financial Planners has called for an investigation into what it alleges is a ‘missing’ £10m in funds it says are being held by PFS parent body the Chartered Insurance Institute.

Chartered Insurance Institute CEO Alan Vallance has resigned after just over a year to become the new CEO of the Institute of Chartered Accountants in England and Wales (ICAEW).

The Certified Financial Planner designation, the global qualification for Financial Planners, has been extended to Financial Planners in Italy.

Wealth manager and SIPP provider Mattioli Woods has appointed a new chair to help steer the company as its advice business continues to grow.

More than £26bn in pension pots is ‘missing’ because savers have lost track of their retirement pots, according to new analysis.

The Personal Finance Society was hit by soaring costs in 2022 as it spent heavily on legal and consultancy fees during its row with parent body the Chartered Insurance Institute.

The Personal Finance Society is planning to publish quarterly reports for members to enable them to better hold the organisation to account, CEO Donald MacIntyre has pledged. 

DB transfer values have fallen by a third since June 2018, according to the latest data from XPS’s Transfer Value Index.

Wealth manager and Financial Planner Evelyn Partners has appointed Andrew Moat as a Financial Planner in its Nottingham office.

The Financial Conduct Authority has ruled out allowing bigger SMEs to make complaints to the Financial Ombudsman Service.