Defaqto has launched suitability report templates within its Financial Planning system, Engage Core.

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Hargreaves Lansdown saw assets fall 6% in the half year ended 31 December amid “geopolitical uncertainty.”

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Some victims of pension scams have lost more than £1m in savings each to fraudsters, new statistics have revealed.

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Wealth management firm Perspective Financial Group has today revealed the acquisition of Newcastle-based IFA practice, Galloway Whitfield (Life & Pensions) Ltd.

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Experts from across the financial sector have backed FCA plans to revamp the way pension investments work.

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Schroders has appointed Gillian Hepburn who joins the UK Intermediary business as intermediary solutions director.

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The FCA has launched a consultation on measures to stop up to 100,000 consumers a year losing out on pension income when they access their pension freedoms.

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A new poll has revealed a majority of advisers foresee further consolidation in the SIPPs market.

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A large proportion of grandparents thought a recession would be good for their “snowflake” grandchildren, as a new survey revealed 35% had loaned them money, with only half of the cash repaid in full.

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Cyprus based finance professionals are being offered the chance to study for the CISI’s Chartered Wealth Manager qualification.

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