The latest issue of Financial Planning Today Magazine is now available and includes our exclusive annual Financial Planning Profession Reader Survey revealing how Financial Planners and Paraplanners are coping with economic turbulence. 

OpenMoney, a low cost online financial advice service, has launched an automated annual review service to nudge clients to update their financial details, investment goals and risk preferences at least once a year.

The Association of Investment Companies has criticised proposed FCA reform to Key Information Documents (KIDs) as “tinkering around the edges” and wants KIDs suspended prior to major reform.

The Financial Conduct Authority has joined media platforms TikTok and YouTube as part of its InvestSmart campaign.

NS&I, the government’s savings arm, has today launched its eagerly-awaited new Green Savings Bond which will offer a gross rate of 0.65% fixed for 3 years.

The Financial Conduct Authority has called for an extension of its powers in its latest Perimeter Report.

The Government collected £3.1bn in inheritance tax (IHT) between April and September, a rise of 22% (£0.7bn) year on year.

Experienced former Financial Planner Tony Fields has launched a new 'post-pandemic' personal coaching business called The Katalyst Coach.

The Personal Finance Society is working on producing guidance on diversity and inclusion programmes for Financial Planners.

Advised net inflows rose 36% year on year to £3.8bn at investment platform AJ Bell for the year ended 30 September.