Wealth manager and Financial Planner WH Ireland is beginning to show signs of recovery after a £5m rescue deal thrashed out in the summer saved the company from being wound up.

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Financial Planning-focused wealth manager Atomos has appointed Team GB para ice swimmer Jonty Warneken as head of its Harrogate office.

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The number of people paying tax penalties for exceeding the annual or lifetime limits on pension tax relied rose sharply between the 2020/21 and 2021/22 tax years, according to new figures from HMRC.

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Nucleus Financial Platforms has completed its £242m acquisition of SIPP and SSAS provider Curtis Banks to create a retirement-focused adviser platform with approximately £80bn in Assets Under Management.

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Only one in 10 financial advisers support the government’s proposed changes to the tax rules on pension death benefits.

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Former Cardiff financial adviser firm David Craig (FRN 503340) has been declared as failed by the Financial Services Compensation Scheme.

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The Chartered Institute for Securities & Investment has recruited Mandy Gill from the Gambling Commission to be its new executive director of global learning.

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Research showing that Financial Planning can play a key role in reducing financial stress and worries for clients will be published to mark this year’s World Financial Planning Day on 4 October.

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Defaqto has launched a new product and platform switching tool to help Financial Planners ensure clients’ investments provide fair value by removing time and complexity from pricing research.

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The FCA and the PRA have published joint proposals to boost diversity and inclusion across the financial services sector and to help tackle the scandals and poor behaviour.

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