Investment platform and SIPP provider AJ Bell has reported 7% growth in advised customer numbers (year on year) to 180,000 for the three months ended 30 June.
Read more ...PFS to invest £1m into new Planner training initiatives
- Wednesday, 23 July 2025
- Articles

The Personal Finance Society (PFS) is to pump £1m into new training initiatives to encourage new entrants to the Financial Planning profession and tackle a growing shortfall in new blood.
Read more ...Consumer Duty drives 69% increase in client reviews - report
- Wednesday, 23 July 2025
- Articles

The number of client reviews undertaken within the Dynamic Planner back-office platform have increased by 69% over the past two years due to Consumer Duty.
Read more ...CGT receipts drop 12.9% for first half of 2025
- Wednesday, 23 July 2025
- Articles

Capital gains tax receipts for January to June 2025 were £11.77bn, a 12.9% drop year-on-year, according to the latest data from HMRC.
Read more ...Planner duo launch back-office platform
- Wednesday, 23 July 2025
- Articles

Financial Planners Nicholas Ryan and David Mills have launched a new practice management software firm called Pilot.
Read more ...PensionBee extends backing for Premier League Brentford
- Wednesday, 23 July 2025
- Articles

Retirement specialist PensionBee has extended its long-standing sponsorship with Premier League football club Brentford for another year.
Read more ...FSCS receives 644 claims against failed SIPP provider
- Tuesday, 22 July 2025
- Articles

The Financial Services Compensation Scheme, the industry consumer safety net, has so far received 644 claims against failed SIPP provider Forthplus Pensions Limited, it reported today.
Read more ...Octopus platform Seccl adds Monzo’s investment customers
- Tuesday, 22 July 2025
- Articles

White label platform Seccl, owned by Octopus, is to handle the 300,000 investment and pension customers of digital bank Monzo.
Read more ...Transact funds under direction up 11% to £69.5bn
- Tuesday, 22 July 2025
- Articles

Investment platform Transact saw funds under direction (FUD) rise by 11% to £69.5bn in the three months to the end of June.
Read more ...New Issue: Financial Planning Today magazine
- Tuesday, 22 July 2025
- Articles

Financial Planning Today Magazine's latest issue - featuring our Annual Financial Planning Reader Survey results - is now available to view.
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