Investment manager Walker Crips has appointed a Chartered Financial Planner to strengthen the firm’s Financial Planning-focused wealth management division.

Jacqueline Lockie CFP Chartered FCSI, the Chartered Institute for Securities & Investment’s head of Financial Planning, will leave the professional body at the end of the year.

Openwork, one of the biggest financial advice networks with 4,000 advisers in the UK, has urged insurance and banking workers facing redundancy to turn to the financial advice sector for job opportunities.

Investment platform AJ Bell has reported an 11% rise in advised customers during its financial year ended 30 September 2020.

Wealth manager Quilter has reported a year on year rise in assets and a modest recovery in inflows.

The Pensions Lifetime Allowance is set to rise by £5,800 to £1,078,000 next year following news today of the latest CPI inflation rate of 0.5%.

The end of the Eat Out to Help Out scheme - which ran in August - caused a spike in inflation in September as eating out costs rose.

Think-tank The Social Market Foundation has called for the tax-free ISA allowance to be cut with the money saved used to reward saving by young people on low incomes.

The loss of a loved one can destablise a family. In our most recent Planner Casebook, Carla Brown FPFS of Oakemere Wealth helps a widow cope with family illness which led to bereavement.

A fraudster responsible for a £20.5m Ponzi-style investment scam has been jailed for 5 years and 4 months at Southwark Crown Court after a six year investigation.