Seven in 10 people from lower socioeconomic backgrounds reckon Financial Planning has helped them feel better off, according to a new study.

More than 6,600 young people have benefitted from the CII’s and PFS’ insurance and Financial Planning virtual work experience programme since it launched in October 2023.

The cost of living remains a hugely pressing priority according to the latest data from the ONS, meaning people are focusing their finances on living rather than planning, according to Broadstone.

LGT Wealth Management has appointed Adam Parker, previously of Evelyn Partners, as a wealth manager and wealth planner in its Manchester office.

Women are retiring with far smaller pension pots due to structural inequalities, a new report has found.

Rathbones’ adviser network Vision Independent Financial Planning (Vision IFP) has promoted Phil Towner to CEO following a three-month strategic review of the business.

Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.

The growth in Inheritance Tax (IHT) receipts has begun to slow, according to the latest data released today by HMRC.

Capital Gains Tax (CGT) receipts fell 8.4% in 2025 to £13.65bn, down from £14.9bn in 2024, according to data released this morning.

A Scottish financial adviser firm, which was based at Perth Airport, has failed after a pension claim against the business was upheld by the Financial Services Compensation Scheme.