A Financial Planning firm’s first ever apprentice wants her story of beating cancer aged just 22 to help save the lives of other young women.

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A campaign sparked by the ‘devastating’ consequences of ‘shattered’ retirement plans is heading for the courts.

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A Chartered Financial Planner who has lost his brother and one of his longest standing clients to cancer has raised £10,000 by cycling from Venice to Rome.

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The Financial Conduct Authority is to order a number of firms to review annuity sales back to 2008 after finding evidence of “concerns” but says its review of non-advised annuity sales found no widespread “systemic” problems.

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Many candidates aiming to gain Certified Financial Planner status wrongly believe that a comprehensive cashflow is obligatory in the assessment, the CISI’s head of Financial Planning says.

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Sanlam is to begin offering to team up with Financial Planning firms by launching a partner scheme that could lead to buy outs in future.

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Certified Financial Planners will have to clearly show the value they provide above robo-advice tools as they become more common, the worldwide body for Financial Planning says.

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Transact has revealed this afternoon that it will lower its charges from 1 April.

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A Financial Planning business is to be taken over by wealth firm Brown Shipley.

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Mike Kellard, the chief executive of Axa Wealth, will depart the firm, it was revealed this morning.

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