The Chartered Institute for Securities and Investment is to relaunch its Certified Financial Planner designation with a new pathway which will move the qualification up from Level 6 to Level 7.

Three in five 16-54 year olds (61%) have admitted that their nominated beneficiary or expression of wish form connected to their pension is out of date or they do not know the true position, according to new research.

Wealth planner and investment firm Brown Shipley has recruited Nick Cringle from Arbuthnot Latham for the newly-created role of regional head, North West.

A significant number of investors under 45 - including those receiving money from inheritance - want their investments to benefit society and not just themselves.

Financial scammers are returning to using phone calls to target landline users despite the fact pensions cold calling has recently been banned, HMRC has warned.

Terry Smith’s popular Fundsmith Equity fund was the most recommended investment by financial advisers in January and February, according to figures from AJ Bell’s platform.

A retired couple - and their decumulation strategy - were left in limbo when their adviser moved to the other side of the country but were rescued by a Chartered Financial Planner.

A new survey of financial advisers has found that the servicing of Pension Freedoms business is “well below expectations.”

Legal & General today reported a record rise in annuity sales in 2018 to over £10bn - suggesting that the predicted death of annuities following the Pension Freedoms may have been overdone.

Tax adviser and wealth manager Smith & Williamson has recruited experienced investment professional Jules Porter from Investec for its Guildford office.