Private equity firm WestBridge has taken a majority investment for an undisclosed sum in East of England-based Financial Planning firm Beckett Investment Management Group.

Fintel Services, whose parent owns Simplybiz and Threesixty, is launching a new proposition to connect suitable buyers and sellers as part of an initiative to help Financial Planners and advisers retiring or looking to exit their business.

UK private market fund managers believe SIPPs will play a major role in expanding sophisticated and high-net-worth investor participation in private markets over the next five years, according to new research.

Advised platform assets rose by 9.24% in the second quarter compared to the previous three months, the highest quarterly growth figure since Q2 2020.

The Society of Pension Professionals (SPP) has warned that millions of people are at risk of a retirement shortfall because the UK has failed to join up housing and pension policy.

Nearly 260 Financial Planning professionals have been awarded prestigious Chartered Financial Planner status by The Chartered Insurance Institute (CII) in the first half of 2026.

Savers could be handed their strongest fixed return in years as ISA rates climb to their highest rates since January 2024, according to the latest Moneyfacts UK Savings Trends Treasury Report.

Bath-based Financial Planner and wealth manager Fidelius has appointed Chartered Financial Planner James Martin to its Financial Planning team.

Royal London, Aviva and Quilter were the most recommended personal pensions in the first half, based on adviser recommendations flowing through Defaqto's Financial Planning software system Engage.

The average funds under advice or management for Financial Planning firms has fallen marginally over the past year to £833m (2025: £840m), but it is still considerably higher than the £690m reported in 2024.