Too many unanswered questions on the Lifetime Allowance axe are causing disruption for retirees, according to a new report from pension consultants LCP.

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The Personal Finance Society’s annual Paraplanning Conference, Purely Paraplanning 2024, gets under way today in London.

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Fast growing wealth manager and Financial Planner Advanta Solutions, owner of Chartered Financial Planner Advanta Wealth, has acquired London Financial Planner firm Penney, Ruddy & Winter (PRW).

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The FCA has today banned and fined James Lewis, the former CEO of City of London wealth manager and investment broker Shard Capital Partners.

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Rising equity markets spurred a surprise jump in Direct to Consumer ISA inflows in Q1, according to market analyst Fundscape.

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More than one million families are expected to contain more than one retired generation by 2034 – a 32% increase on the 813,000 multi-retiree families seen currently, according to a new study.

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Expanding wealth manager and Financial Planer Titan Wealth has completed the acquisition of HNW-client focused London-based investment adviser Wigmore Associates Wealth Management for an undisclosed sum.

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The FCA is to improve its handling of regulatory returns after the Complaints Commissioner upheld a complaint against the watchdog.

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The Serious Fraud Office has today secured the conviction today of ex-IFA and investment manager David Kennedy for his role in a £100m investment fraud in which hundreds lost part of their life savings.

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Pensions firm Punter Southall has launched Pension Potential, an app-based digital retirement planning tool for businesses and employees, as well as pension schemes and their members.

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