The CISI’s 2021 Financial Planning Conference, one of the UK’s biggest Financial Planning events in the calendar, is set to return as a live, in-person event this year and is one of the first in-person financial events announced so far in 2021.

The Financial Conduct Authority (FCA) has commenced criminal proceedings against NatWest in respect to offences under money laundering regulations.

Westridge SSAS has recruited three new executives a week after it bought James Hay’s SSAS book.

A poll of Chartered Insurance Institute and Personal Finance Society members has revealed that the biggest barrier financial professionals face when trying to help consumers was being able to openly discuss vulnerability with them.

Cheshire-based independent financial adviser Cullen Wealth has received a £4m loan to support a management buy-out and a hunt for acquisitions.

Life, pensions and investments provider Royal London has acquired a 30% stake in later life lending and product provider Responsible Group.

The Personal Finance Society has postponed its eagerly-awaited Festival of Financial Planning, due to take place in the autumn, until 2022 due to the pandemic.

Wealth manager and platform True Potential has reported group turnover up 28% to £184.9m and group profit up 59% to £74m in its 2020 results.

The Coronavirus pandemic in 2020 set back the progress of women at middle and senior levels in financial services firms with 30% of Women in Finance Charter members missing their targets.

Wealth manager Tilney Smith & Williamson says it is continuing its current recruitment drive despite the pandemic with the latest addition Henk Van De Beek who joins the Nottingham team as a Financial planner for Tilney Financial Planning.