Platform and Sipp provider AJ Bell has appointed as its new technical director a man who has previously “locked horns” with chief executive Andy Bell over technical issues.

Broadway Financial Planning’s MD Keri Carter has been handed a leading role in shaping the CISI’s Financial Planning strategy.

The CISI has revealed that its head of Financial Planning, Campbell Edgar, is to retire soon.

The winners of the first CISI Global Education Trust Awards have been flown to London for a week’s work experience.

Nearly 3,600 consumers have been compensated for wrongly being advised to switch savings into ‘risky’ assets within SIPPs – at a cost of £105m.

A landmark Supreme Court ruling on pensions for same-sex partnerships could have wider implications, with consequences running into hundreds of millions of pounds, Ros Altmann believes.

A mother has been jailed after Scottish Widows tipped off fraud police over a £140,000 fake death claim.

A new report by the International Longevity Centre UK (ILC-UK) has found that those who received financial advice in the 2001-2007 period accumulated significantly more "liquid financial assets and pension wealth" than their unadvised equivalent peers by 2012-14.



A Certified Financial Planner has spoken of the harrowing experience of having to delay her cancer treatment to protect her unborn child.

The ABI has disputed the FCA’s finding that accessing pension savings early has become 'the new norm'.