Wealth manager and Financial Planner Evelyn Partners said its AUM has climbed to a record £62.2bn, up 13.3% compared to a year ago and up 5.2% since the end of 2023.

Fast-growing national Financial Planning firm Wren Sterling has completed the acquisition of south coast adviser business the In Focus Group, for an undisclosed amount.

The aggregate surplus of DB pension schemes increased to £475.5bn at the end of July, according to the latest Pension Protection Fund (PPF) 7800 Index.

Annuity and retirement specialist Just Group said operating profits climbed 44% to £249m in the first six months of the year to the end of June.

The Financial Services Compensation Scheme has declared BSPS-linked firm Green Gem Financial Ltd (FRN: 400488) in default over pension transfer advice, opening the door to compensation for ex-clients with valid claims.

CPI inflation showed its first rise this year in July with a 0.2 percentage point increase to 2.2%, ONS reported today.

Aviva’s wealth business has reported a 16% growth in net flows to £5bn as its platform revenues saw a “significant improvement” in the first half of 2024.

Platform engine and fintech Bravura Solutions has returned to making a net profit after tax following a year of mass cost-cutting exercises.

The FCA has fined Cypriot contract for differences (CFD) firm Forex TB Limited (FXTB) £276,100 for not treating customers fairly and providing investment advice without authorisation.

The Chartered Institute for Securities & Investments (CISI) professional body, which awards the Certified Financial Planner designation in the UK, has appointed Daniel Ogier-Keltie as Guernsey branch committee President.