A Financial Planning firm has promoted one of its bosses to head of investment management 17 years after he began with the company on a work experience placement.

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A £500 pensions advice allowance for future retirees would be available to spend on robo-advice as well as a traditional adviser, the Government has revealed.

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A Chartered Financial Planner has expressed fears over ‘unintended consequences’ of the new capital adequacy regime for Sipp firms, ahead of its implementation in two days.

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About 3 in 5 people who have taken money out of their retirement savings under the pension freedoms have ignored future care costs, a report found.

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The number of individual income protection policies has increased for the first time since 2007, new figures have shown.

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A Financial Planning business has bought a network of advisers for about £4m.

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The CISI told Financial Planning Today this week it was due to hold further talks with counterparts at the CII over moves to develop a Paraplanning standard.

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The Society for Trust and Estate Practitioners has urged the Government not to make advisers shy away from legitimate tax planning.

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The Personal Finance Society has met with the FCA, FOS and APFA to discuss “ineffective and overcomplicated” suitability reports.

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A Chartered Financial Planner hopes to challenge the perceptions of traditional business in a new book that touches on his experiences of creating a new robo-adviser.

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