The CISI, the professional body for Certified Financial Planner (CFP) Professionals, has this week launched its new pathway to CFP status for planners holding the rival Chartered Financial Planner designation.

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A sentencing date has been set for two people charged in connection with a £13m pension transfer fraud.

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The UK Government will collect £37bn in inheritance tax over the next five years according to the latest predictions from the Office for Budget Responsibility (OBR).

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Private equity investment firm HPS Investment Partners has purchased a majority stake in adviser platform Nucleus for an undisclosed sum.

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Rhian Morgan and Kevin Mackenzie of Acumen Financial Planning have joined the board of parent company The Financial Planning Group.

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Cyber security incident reports to the Financial Conduct Authority (FCA) rose 52% in 2021, with 116 reports received.

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IFRS trading profit for life, pensions and investments provider LV= jumped by 222% to £29m in 2021 as the firm’s CEO says LV= will seek to retain its independence. 

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New figures from the FCA reveal that over 2,000 new fintech firms have applied for support since its Innovation Hub was opened in 2014.

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A lack of digital and ESG offerings is preventing some Financial Planners from winning new business from the families of existing clients, according to a new report.

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Entrepreneurs are more likely to choose to invest in property rather than a pension, according to new research.

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