Financial Planners, Paraplanners, IFAs, wealth managers and other professionals at these firms surveyed for our annual State of the Financial Planning Profession Survey were overwhelmingly positive about current and future prospects.

The head of  global financial adviser business has warned that Britain is heading towards “an economic abyss” which will spur UK and global investors to move UK assets overseas.

Pareto Financial Planning has enjoyed a “bumper” start to its latest financial year, with an influx of £50m of client money in the first quarter.

Wealth planner Brown Shipley has appointed Financial Planner Robert Farnworth as client director in its Court of Protection & Personal Injury specialist team. 

A Chartered Financial Planner will be sharing her top tips at a free event for local people emphasising the importance of preparing for retirement.

Chartered Financial Planner and SOLLA-accredited adviser Andy Page has joined the Later Life team at Old Mill.

Transfer values rose during July 2019, while the number of DB transfers also increased, according to XPS Transfer Watch, which monitors how market developments have affected transfer values for an example member, as well as how many members are choosing to take a transfer value.

Aviva’s platform business was said to have maintained “healthy net fund flows” in a challenging climate.

A pensioner aged 76 - who mistakenly thought he was not entitled to the state pension - has received a backdated pension windfall of £132,800 after intervention from an equity release adviser.

Wealth management firm The RU Group is celebrating the achievements of its former apprentice turned Chartered Financial Planner, Ben Slater, after he achieved Chartered status with the CII at the age of 23.