Financial data and ratings provider Defaqto has added Key Investor Information Document  (KIIDs) and fund factsheets to its Financial Planning software system Engage Core.

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Financial Planners could face a potential ‘capacity crunch’ as clients demand more frequent pension drawdown reviews in future, platform provider Zurich has warned.

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Fast-growing wealth manager and Financial Planner AFH Group has appointed ex-Tavistock group operations director Jon Dear as its new chief operating officer.

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The number of consumers taking action over concerns they have been hit by a pension scam - or are at risk - has rocketed following an FCA and TPR-backed campaign.

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The Government has published surprise plans today to open the door for commercial providers to offer enhanced Pensions Dashboards to pension savers.

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NS&I has reported that its ‘Agent Million’ has made their 400th visit to a Premium Bond holder to give them the news they have scooped the £1m jackpot.

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Prime Minister Theresa May and Pensions Minister Guy Opperman have both voiced support for the Pensions Dashboard as plans are due to be announced this week to move the proposal forward.

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AFH Financial Group, the rapidly growing wealth manager founded by a Chartered Financial Planner, has bought a Hull-based financial advisory group for £10m in its largest ever acquisition, the group says.

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Hargreaves Lansdown has revealed that LISA bonuses hit £50m this month.

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AJ Bell has criticised the Investment Association (IA) for including ETFs in a recent consultation into sectors.

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