The CISI’s Annual Paraplanner Conference has shared its online agenda for this year’s event on the 24 and 25 September.

The Socium Group has acquired the Beaufort Group with part of its £160m war chest to acquire Financial Planning businesses across the UK.

The Gaudi SIPP has continued to grow and attract new clients despite lockdown and now has over 20,000 SIPPs under its administration. 

Tilney Smith & Williamson has appointed John Bunch as chief commercial director, financial services, to lead the new merged wealth management giant’s client facing practitioners.

Expanding Financial Planner and wealth manager Independent Wealth Planners (IWP) has acquired Scottish Financial Planning firm Gilmour Hamilton Wealth Management in a move to extend its presence north of the border.

Mattioli Woods, the wealth management and SIPP business, has reported profit before tax up 36.7% to £13.4m for the year ended 31 May.

The Personal Finance Society has said it is working with schools and colleges to resume delivery of free financial education workshops in person across the country.

LEBC chief executive Jack McVitie has stood down temporarily due to illness and is currently undergoing medical treatment.

Ian Taylor, one of the founders of Transact and a former chief executive, is to step down as an executive director of the platform’s parent in February as he heads for retirement.

National advisory firm Beaufort Financial have appointed Gwilym Lloyd Jones as the new director of its North Wales firm, Beaufort Financial St Asaph & Chester.