Fewer than one in five (18%) employees with a workplace pension have a clear retirement plan, despite more than half (51%) having given a lot of thought to their financial needs in later life.

Adviser software provider Intelliflo has acquired fund comparison provider Mabel Insights for an undisclosed sum, bringing its research, portfolio analysis and Financial Planning tools inside Intelliflo office.

Tracy Vegro, CEO of the CISI professional body, has called on Financial Planners to get behind the organisation's upcoming financial education campaign.

The government should ask taxpayers over 40, including pensioners, to pay an extra 1p in income tax to help fund social care.

Financial Planning firm Foster Denovo Group has revealed it made a loss of £1.5m in 2025 - after making a profit of £1.3m in 2024 - despite revenue climbing 15% to £49.3m. 

Fund manager Fidelity has launched the UK-domiciled Fidelity Absolute Return Global Equity Fund (OEIC).

Fund manager Jupiter has launched a Global Monthly Income Bond Fund in multiple markets including the UK, Europe, US offshore and Latin America.

More than 3m pension pots, worth a total £18.7bn, remain 'lost', according to a Pensions Policy Institute study published today.

AI can bring benefits to all Financial Planning firms but it should be treated with caution, like any other business tool, keynote speaker Heather Murray, founder and CEO of AI for Non-Techies, told the CISI Annual Conference today.

Distinguished Financial Planner Marlene Outrim, founder of Uniq Family Wealth, urged Financial Planners today to adopt the globally-recognised six steps Financial Planning process as one way to produce "Financial Planning heaven" for their firms.