Over one in five (21%) of mass affluent Britons lack confidence that their inheritance planning is in order, according to a new survey.

Professional body and educational charity the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2025 - coming in January - to be an opportunity for Financial Planners to 'give back' to their communities.

People who have switched jobs multiple times have £15,000 more in pension savings than the average person, mainly because they end up earning more than the average.

Aviva has launched a new Shariah lifestyle investment strategy which will include a suite of funds compliant with Islamic principles.

More than half of workplace pension holders (52%) are currently feeling overwhelmed by managing multiple pension pots and that could lead to an explosion of users of pensions dashboards when launched.

Financial Planning fintech EV Financial Solutions has added inheritance tax functionality to its end-to-end Financial Planning solution EVPro.

One in five (19%) people don’t know much they and their employer is contributing to their pension.

Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.

Warwickshire-based IFA firm Beaufort Wealth Management has completed a management buyout which will see two of the founders buy out the third.

Adviser platform Transact has added the ability to open existing clients’ pension wrappers (such as personal pensions and SIPPs) online.