Robin Melley, Chartered Financial Planner and founder of Matrix Capital in Shropshire, shares how he helped a retiring CEO with a £10m windfall in the latest edition of Financial Planning Today magazine.

Financial advisory firm Dow Schofield Watts, which has a wealth planning division run by a Chartered Financial Planner, has expanded with the acquisition of a Lancashire-based HNW client tax specialist STS Europe.

Adviser platform Parmenion has revamped its ISA to enable its better use as a Financial Planning tool allowing flexible withdrawals and top ups without losing tax benefits.

Financial Planner and wealth manager Kingswood Group, which confirmed it was potentially up for sale earlier this year, has reported a 10% rise in group operating profit to £5m for the first half of 2023.

Financial Planning firms need to assess their retirement income advice in advance of the FCA’s impending review of the retirement income market, a compliance firm has warned.

Pensions and retirement provider Aegon has called for the Government, employers and pensions industry to work together to rethink life after 50.

The Financial Planning profession has seen a major drop in confidence over the past two years, according to the Financial Planning Today annual reader survey.

The Financial Conduct Authority has banned Darren Reynolds and Andrew Deeney of Active Wealth Limited for dishonest pension transfer advice.

South west Financial Planning and accountancy firm Old Mill has added Chartered Financial Planner Tim Blowers to its wealth management team.

The number of pension transfer requests in August that triggered a 'red flag' scam warning fell by 7% to 86%, according to data from XPS Pensions Group.