Pension Geeks, the pensions engagement campaign, and provider Aegon have teamed up to launch Pension Geeks TV.

Peace of mind has been cited by well-off investors as the key reason they seek advice from a financial adviser, according to a new study.

The FCA has imposed restrictions on a London wealth manager CFS Management Ltd over concerns that millions of pounds of client and firm money was being held in the same accounts.

Wimbledon-based Chartered Financial Planning firm Holborn Financial has acquired the business of retiring IFA Gary Cook, principal of Gary Cook Financial Services of Maidstone, Kent.

The Chartered Insurance Institute has promised to increase the autonomy of its Personal Finance Society arm in its five-year plan published today.

SIPP provider and wealth manager Mattioli Woods has acquired Northern Ireland Financial Planner Doherty Pension & Investment Consultancy for £15.048m. 

Financial Planning firm Old Mill has appointed Amanda Browning as partner and head of wealth management.

Net inflows fell 25% year-on-year to £1.2bn for AJ Bell’s platform business for the first quarter of 2023.

Fintech Iress is to axe 10% of jobs globally in a major shake-up for the business which says the move will help increase efficiency. 

The Financial Services Compensation Scheme (FSCS) has today declared 17 firms in default - most of them adviser businesses - opening the door to clients claiming compensation.