More than half (52%) of retail investors are aware of the FCA’s Sustainability Disclosure Requirement (SDR) investment labels but vague wording and jargon remain the biggest barriers to investment in sustainable funds.

Financial Planner and wealth manager Saltus has bought Newcastle-based Financial Planning firm Lowes Financial Management for an undisclosed amount.

The FCA says it will take more time to consider its plans to extend the Sustainability Disclosure Requirements (SDR) regime to portfolio management.

Nearly three-quarters of independent financial advisers (72%) see the burden of compliance and regulatory change as their primary concerns.

High Net Worth Individuals (HNWI) say their confidence in the economy has almost halved since Labour came to power, according to a new report by wealth manager Saltus Wealth.

Sarah Smart, chair of The Pensions Regulator, is to step down in July after nearly 10 years on the TPR board.

A third of investors (31%) are increasing their ISA contributions to avoid paying additional tax under the Capital Gains Tax changes announced in the most recent Budget, according to new research.

Advisers have warned the FCA that its proposed introduction of targeted support under the Advice Guidance Boundary Review could cause significant consumer harm if the difference between guidance and advice is not more clearly defined.

The Personal Finance Society’s pro-bono initiative called Forces MoneyPlan has delivered 656 guidance sessions to support of Armed Forces personnel and veterans.

The Financial Conduct Authority has charged Lisa Campbell of Campbell & Associates Independent Financial Advice Ltd (FRN 602550) with multiple fraud offences.