Fund data and tech company FE fundinfo has acquired Financial Planning cashflow modeller CashCalc. 

Financial product data provider Moneyfacts.co.uk has tied up a deal with Cheshire-based Chartered Financial Planner firm Kellands to provide Financial Planning advice to users.

Mold-based Celtic Financial Planning has opened new offices in Canary Wharf in London as it expands its team. 

A major trial involving an alleged £13.7m pension transfer fraud has been set to take place in June 2022 after three people appeared in court this week.

The platform sector has recovered strongly this year with inflows reaching the highest levels since the DB transfer and Pension Freedoms booms of 2018, according to the platform consultancy lang cat.

A report by pensions consultancy LCP has uncovered that thousands of families of Financial Planner clients could be due a 'secret' state pension they may not be claiming.

The Queen’s speech at the State Opening of Parliament did not offer much hoped for clarity on the roadmap to social care reform despite a reference to bringing forward the reforms.

Over a third (35%) of high-net-worth individuals in Scotland have met with a Financial Planner for guidance on passing on wealth.

While nearly two thirds of UK investors prioritise responsible investing, the related terminology is causing confusion, according to a new report.

Wealth manager Tilney Smith & Williamson reported a 6.7% increase in net inflows to £704.1m for 2020, in its first full year financial results since the merger.