One in four employers (27%) is planning to launch financial education initiatives for staff in the next three years, according to new research covering more than 2,000 employees.

The CISI Annual Financial Planning Conference 2018 will take place this year at the Hilton Birmingham Metropole at the NEC on 1 and 2 October under the theme of 'Changing Lives.'

Financial Planning and wealth management firm Beaufort Group has set up a new appointed representative firm in partnership with a wealth manager.

Industry experts have welcomed Chancellor Philip Hammond asking the Office of Tax Simplification to review Inheritance Tax, a move that could pave the way for reform.

Latest figures from the Financial Ombudsman Service suggest SIPPs complaints in the current Ombudsman year will be 25% up on the previous year.

National financial adviser group LEBC has reported annual turnover up 17.5% to £18.1m and a trading profit of £3m, up 42.8%.

Royal London’s director of policy Steve Webb, a former pension minister, believes that HMRC is “out of control” when it comes to over-taxing savers using pensions income withdrawal or buying a second home.

New research from the Association of Investment Companies into the UK Equity Income investment company sector has found that the investments - recently questioned by some - can provide long term value for income-seeking investors in retirement who also want to build up a lump sum to potentially pass on.

Samrat Bhandari, who played a prime role in an investment scam which cheated often vulnerable investors out of over £1.4m, has been sentenced today at Southwark Crown Court to a total of 3.5 years’ in prison.

Gretchen Betts CFP Chartered MCSI has been appointed President of the Chartered Institute for Securities & Investment Wales branch.