The FCA has imposed its first censure on a professional body, the Institute of Certified Bookkeepers (ICB), for failings in relation to its anti-money laundering supervision.
Read more ...Just the job - check out our new look jobs hub
- Wednesday, 03 December 2025
- Articles
Financial Planning Today's sister jobs hub Financial Planning Today Jobs has been expanded to include many more relevant vacancies and a new look.
Read more ...FSCS declares City investment firm in default
- Tuesday, 02 December 2025
- Articles
City-based investment firm Pello Capital (FRN 449720) has been declared in default by the Financial Services Compensation Scheme.
Read more ...Advisers need defined profiles to target clients
- Tuesday, 02 December 2025
- Articles
Only around a fifth, 22%, of advisers have developed clear profiles for their target clients, leaving those without limiting their growth opportunities, according to a new study.
Read more ...Cash ISA inflows climbed to £4.2bn in October
- Tuesday, 02 December 2025
- Articles
Savers stashed £4.2bn in cash ISAs in October, the largest inflow since the end of the tax year in April, and up from £3.3bn in September.
Read more ...Complaints about platforms' poor service falls dramatically
- Tuesday, 02 December 2025
- Articles
The number of advisers complaining that poor service from platforms is significantly affecting their business, has fallen dramatically.
Read more ...Advisers deterred from using AI by red-tape
- Tuesday, 02 December 2025
- Articles
Almost 8 out of 10 firms see compliance and regulation, and a lack of a structured due diligence framework, as barriers to AI adoption.
Read more ...Board changes at the PFS
- Tuesday, 02 December 2025
- Articles
Chartered Financial Planner Roger Jackson joined the board of the Personal Finance Society (PFS) on Monday while Debbie Mitchell left her role as a director of the board, ahead of becoming deputy president of the CII.
Read more ...Clifton Wealth acquires £75m AUM Welsh Planner
- Monday, 01 December 2025
- Articles
Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired Welsh Financial Planning firm Lifestyle Financial Advice for an undisclosed amount.
Read more ...FCA launches consultation on ESG rules
- Monday, 01 December 2025
- Articles
The FCA has today launched a consultation on its proposed regulatory rules for ESG ratings providers, which it said are designed to ensure that ESG ratings are transparent, reliable and comparable.
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