Regionally, the new SME investment venture chaired by 7IM founder Justin Urquhart Stewart, says Financial Planning firms could be the recipients of new investment via its platform.

Justin Urquhart Stewart, one of the founders of platform 7IM and a well known TV and radio financial commentator familiar onscreen for his red braces, retired recently from 7IM. But instead of hanging up his boots at 65 he has thrown his weight behind a new SME investment start up called Regionally where he is chairman. Financial Planning Today editor Kevin O’Donnell interviewed him via video call about the new business and its plans.

Smaller numbers of clients are looking to pass on cash to loved ones as clients come to terms with the challenges of sustaining retirement savings, according to new research.

Financial adviser Frenkel Topping is to shift its acquisition strategy away from the IFA market due to a lack of “suitable” targets.

iPensions Group, recently rebranded from Momentum Pensions, has launched The Platform SIPP to enable advisers and clients to consolidate their pensions into an online managed SIPP solution.

Equilibrium Financial Planning has surpassed £10m annual turnover for the first time in the company’s history with recorded turnover of £10.25m, an 8% increase on last year.

Chartered Financial Planner Simon Valentine-Marsh has joined Thomas Westcott Chartered Accountants as the firm continues to expand its Financial Planning.

In his final speech as interim FCA CEO Christopher Woolard has urged the UK to seek a new regulatory model as it faces up to some ‘painful lessons.'

Platform and SIPP firm James Hay has appointed former LV= group CEO Richard Rowney as its new chief executive to replace Alastair Conway.

SIPP and cross-border financial services firm STM has expressed “disappointment” at the Court of Appeal’s decision to allow a challenge to the judgment in the long-running ‘Adams’ case.