Five Financial Planning and insurance firms have achieved the Chartered Insurance Institute's (CII) Chartered Corporate status.

Wealth manager St James’s Place has reported record funds under management of £198.5 billion in its latest six month period (31 December 2024: £190.2 billion), in half year results out today.

The number of people inheriting ISAs is climbing quickly with investment provider Hargreaves Lansdown reporting that the number on its platform doing so has risen a third in a year (33%) and more than two thirds in two years (68%).

Wealth manager and Financial Planner Titan Wealth has acquired two East Anglian advice firms in a deal which boosts its assets under advice and management to £37bn.

Wealth manager Canaccord Wealth has hired two experienced industry professionals to expand its adviser market team.

Most pension savers are unaware that they can significantly boost their State Pension by delaying taking it, according to a new study.

Britain is heading for a chronic retirement under-saving crisis with more than two-fifths, 43%, of working-age Britons under-saving for retirement, according to DWP figures.

Cash ISA deposits have climbed £2.2bn in the last year, according to the latest Bank of England Money and Credit data.

The sister towns of Amersham and Chesham in Buckinghamshire have been named as the best area for retirement wellbeing.

The FCA has begun High Court proceedings over an alleged unauthorised investment scheme involving consumer investments of more than £23m in static homes.