Most savers and retirees should be wary of abrupt changes to their investment strategy despite global stock markets this week continuing to see-saw and millions seeing the value of their DC retirement pots fall in value.

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A complaint that a sustainable investment advertisement by Barclays Investment Bank was misleading - because it omitted significant information about the bank’s contribution to carbon dioxide and greenhouse gas emissions - has been rejected by the advertising watchdog.

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The FCA is proposing to increase advice firms’ regulatory fees by 2.8% from April next year.

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The aggregate surplus of DB pension schemes fell to £215.5bn at the end of March, according to the latest Pension Protection Fund (PPF) 7800 Index.

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The FCA says it will make it easier for firms to test innovative products by providing them with an authorisation case officer from the start of the process.

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Fast-growing Financial Planning firm Perspective Financial Group reported today that it has completed nine further acquisitions this year, adding £900m in assets under advice.

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Directors can from today voluntarily verify their identity on Companies House ahead of it becoming a legal requirement later this year.

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Expanding Financial Planner and wealth manager MKC Wealth has acquired £120m AUA adviser Yodelar Investments Ltd and online platform Yodelar.com for an undisclosed amount.

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The FCA is proposing a major rule overhaul for managers of alternative investments to promote growth and get rid of old EU regulations.

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Chartered Financial Planner Susan Hope, a business development director at Scottish Widows and a pensions advocate, writes about how, as National Insurance changes take effect, salary exchange (also called salary sacrifice), could be a new opportunity for Financial Planners. 

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