Surrey-based adviser firm Jacob Hopkins McKenzie Ltd (FRN: 793392) - which also traded as 'How Refreshing' - has been declared in default by the Financial Services Compensation scheme.

Financial Planners are holding firm in their advice to clients as a result of the global market crash but do not rule out making changes to client plans in the near future, they have told Financial Planning Today.

Financial Planner Finli Group, formerly Solomon Capital Holdings, has made a further four Financial Planning firm acquisitions.

Wealth manager Quilter has acquired specialist NHS pension analyst and support services firm MediFintech for an undisclosed sum.

The Pensions Regulator (TPR) has levied almost £100,000 in penalties against small DC pension schemes for governance failures related to the 'value for members' assessment.

Sales of Model Portfolio Service (MPS) funds dominated the UK financial adviser channel during the second half of 2024.

More than half of the UK’s financial advisers believe that increasing the ISA allowance above its current £20,000 limit would significantly boost investment in stocks and shares ISAs.

Half (46%) of pension savers who accessed their retirement funds since the advent of Pension Freedoms did so earlier than planned, according to a new report.

Truth be told, it’s been a bit of a tempestuous week on the old financial markets thanks to a certain Mr Trump.

Five money launderers have been convicted of cheating 40 victims - some of them divorced or widowed - out of a total of £3.25m in a large-scale romance fraud scam.