A new regime to make senior bosses more accountable for their conduct and competence will be extended to almost all finance sector firms under FCA plans outlined this morning.

A Chartered Financial Planner has spoken of the ‘pure joy’ of seeing his daughter complete a swimming event in aid of charity.

A husband and wife who ran a Financial Planning business before being banned by the FCA have lost a bid to unveil documents related to the case against them.

Potential scammers have targeted 1.8m people aged over 50 in the last three months, according to a new report.

The number and total value of transfers to QROPS fell significantly in 2016-17 compared to the year before.

St James’s Place says there is increasing interest in DB transfers among its clients but it remains ‘cautious’ in its approach.

A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.

Bosses working on combining the Cofunds and Aegon platforms say their ambition is to create the “most user friendly experience” in the market.

The Financial Adviser School will launch a standalone soft-skills-only course for qualified advisers.

Inheritance tax receipts have surged by 22.9% in the first quarter of the tax year, HMRC figures show, prompting a Financial Planner to warn of the possible ‘catastrophic effect on family wealth’.