Pension-specialist John Cummings has joined Acumen Financial as an Independent Financial Adviser as part of the firm’s expansion following securing a new investor.

The Personal Finance Society and parent body the Chartered Insurance Institute celebrated the graduation of 110 new Chartered Financial Planners at their annual graduation ceremony in Westminster last week.

Certainty around pension taxation was the number one priority (59%) for next week’s Budget for financial advisers, according to new research.

Women are more likely to consider using their pension provider’s guided retirement option than their male counterparts, according to new research.

Some 1,390 estates paid inheritance tax (IHT) on gifts in the 2023/4 tax year based on the latest available data from HMRC, a 6% rise year-on-year.

The 3.5% spike in the 12 month rate of CPI inflation - reported today by the ONS - means that the new State Pension will almost certainly rise by 3.9% from April under the earnings element of the Triple Lock.

The FCA has banned Jeffrey Dawkins, former chief executive of Vector Wealth Ltd, after he dishonestly acted as a front for a disqualified director, using the company to sell high-risk mini-bonds. 

Private equity firm WestBridge has taken a majority investment for an undisclosed sum in East of England-based Financial Planning firm Beckett Investment Management Group.

Net inflows to the Quilter platform in the third quarter rose 25% year-on-year to £2.6bn, representing 9% of assets under management.

Dozens of tributes have poured in after the unexpected death of industry veteran Don Wild at the age of 69.