Monday, 05 January 2026
Articles

Callum Beaton has begun his term as president of the Chartered Insurance Institute (CII), taking over from Nicola Stacey.

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Shareholders of troubled wealth manager WH Ireland will vote on Thursday on the recommended acquisition by rival wealth manager Team.

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Financial Planning industry veteran John Spiers, the founder of BestInvest and EQ Investors, was handed an MBE in the 2026 New Year Honours List.

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The Financial Conduct Authority (FCA) has opened an enforcement investigation into Manchester-based claims management firm The Claims Protection Agency Limited (TCPA).

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Almost a third (30%) of people now say they would increase their pension contributions if they undertook a pension review.

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London-headquartered fund manager Janus Henderson Group is to be sold to two private equity firms in a £5.5bn cash deal steered by US billionaire investor Nelson Peltz.

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The Government has yielded to complaints about some aspects of its Inheritance Tax (IHT) reforms by increasing the relief threshold for farms and businesses from £1m to £2.5m from April 2026.

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The FCA has issued a rare public warning to investors to beware of unregulated holiday park investment schemes.

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The FCA has stripped Scottish adviser firm Craig Mitchell (FRN 624013), trading as Craig Mitchell Personal and Corporate Financial Planning, of its permission to carry out regulated activities after a string of unpaid FOS judgements.

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Financial Planner and wealth manager Tavistock Investments is to launch a new hybrid advice service using AI technologies to reach many more people and lower the cost of advice. 

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