A well known Financial Planner who has reached a 30 year career milestone has his sights set firmly on the future and the opportunities offered by advancing technology.

A pensions firm director has questioned if advisers have the appetite to get involved in selling clients’ annuities – as new qualification requirements loom.

Threadneedle Asset Management has escaped a fine of over £7.5m but must still cough up £6m for failings identified by the FCA.

A new report from UBS and PwC has revealed that growth in the number of female billionaires has outpaced males.

Old Mutual Wealth has strengthened its adviser facing support through the appointment of a new pensions specialist from Scottish Widows.

Economic Secretary to the Treasury Harriett Baldwin announced today that more than five million people will be able to sell their annuity from 6 April 2017.

The FCA has called for the help of advisers as it launched a probe today into specific rules and policies which could be hindering investment for social purposes.

The director of a Financial Planning practice says most candidates she recently considered for a Paraplanning job failed to “hit the mark technically” and were unable to apply knowledge to a real life scenario.

More details of plans to turn the tax service fully digital were revealed this morning.

A senior specialist in trusts and pension funds who rose to a position of managing director aged just 29 has landed a prestigious role with the CISI.