Carolyn Gowen, one of the founders of leading London Financial Planning firm Bloomsbury Wealth, has died at the age of 58 after a short battle with cancer just a few months after retiring.
Baroness Nicky Morgan is to become the first independent chair of the ABI as the insurance and savings body restructures its senior management.
Almost 7 in 10 (69%) of over-50s have not taken inheritance tax (IHT) advice, despite many holding assets over the nil rate band.
The Personal Finance Society is urging its near 40,000 members to take part in part in Talk Money Week this week, an annual campaign get consumers to talk about money matters with their family.
Financial Conduct Authority staff are making another trip to Wales to meet steelworkers who could be due compensation due to unsuitable DB transfer advice.
Adviser network The Openwork Partnership has launched a share programme for its partners.
The Treasury plans to amend regulatory principles to align with the Government’s commitment to achieve a net zero economy by 2050.
Fund manager Vanguard has reported a surge in younger investors in the UK.
Almost half (45%) of over-55s think that making family wait until after their death for an inheritance payout is wrong.
The West Midlands is the region where the greatest proportion of the local population is receiving regulated financial advice, according to new data.