The Supreme Court has denied STM Group permission to appeal in the landmark Adams vs Carey case, effectively ending the long-running saga which questioned provider responsibility when accepting investments into a SIPP.

As business valuations rocket, 60% of Financial Planning firm owners are looking to exit the industry in the next three years, according to a new report.

Quilter Cheviot Europe (QCE), the Irish subsidiary of wealth manager Quilter Cheviot, has added two Financial Planners to its Dublin team.

Two thirds of people (66%) planning to retire this year expect to continue some form of paid employment in comparison to 56% of those who retired in 2021, according to a new report.

At least 34% of people who exceeded the £40,000 annual pension allowance in 2019/20 were members of the NHS Pension Scheme, according to data sourced from HMRC sourced by Quilter.

The Personal Finance Society, the biggest professional body for Financial Planners and Paraplanners, has called for more ‘proportional’ regulation by the FCA under its new strategy to avoid killing off parts of the advice sector.

The FCA has issued 19 warnings on unauthorised and clone firms in the past 7 days, a rate of nearly 3 per day.

The Financial Services Compensation Scheme has declared in default a company with three trading names, including two Financial Planning arms, after at least one BSPS claim.

The Financial Vulnerability Taskforce, the industry body campaigning for better treatment of vulnerable clients, has launched a new guide to help planners work better with clients who are vulnerable due to experiencing ‘sudden wealth.’

A new online inheritance tax planning hub for Financial Planners has been launched by investment provider Time Investments.