The five winners of Financial Planning Today’s Financial Planning Profession Survey Prize Draw have been announced.

Investment platform and wealth manager 7IM has today struck a deal to acquire £2bn AUM MPS provider Rockhold Asset Management from national adviser firm ASHL.

Belmayne, the North Derbyshire firm of Chartered Financial Planners, has added a new recruit to its expanding adviser team based in Dronfield, near Sheffield.

A former Pensions Minister and retirement expert has attacked the government’s Budget day decision to include pensions and pension death benefits within estates for inheritance tax (IHT) purposes.

The Financial Conduct Authority has banned Steven Hodgson and Paul Adams of Stockton-on-Tees-based Vintage Investment Services from advising customers on pension transfers and opt-outs.

AIM-listed acquisitive wealth manager and Financial Planner Kingswood Holdings has secured a £4m debt facility with an affiliate of private equity firm HSQ Investments Limited.

A Midlands-based pension adviser firm has failed and been declared in default by the Financial Services Compensation Scheme, the industry compensation safety-net.

UK private equity firm CBPE Capital LLP has made a “strategic investment” in Bristol-based wealth and pensions manager Clifton Asset Management.

From April 2027 inherited pension pots will be subject to inheritance tax (IHT), Chancellor Rachel Reeves announced today in her Budget.

Chancellor Rachel Reeves says the CPI inflation target will remain at 2%, the long-term Bank of England target.