A Bury-based financial advisory firm had made a quartet of appointments – with more on the cards.

Scandals surrounding tax evasion and aggressive tax avoidance have put off clients of 15% of advisers from using legitimate tax planning techniques, research has indicated.

The FCA has appointed a director of supervision for investment, wholesale and specialists to take up the role formerly held by acting chief executive Tracey McDermott.

The total value of the UK’s pension savings is just 2% below its all-time high following the recent rally in financial markets, a report has concluded.

A Yorkshire Financial Planning business has earned CISI Accredited Financial Planning Firm status.

The chief executive of AXA UK & Ireland is to leave his role, the company revealed this morning.

AXA UK has agreed to sell its remaining, non-platform UK investment and pensions business, and its direct protection business SunLife, to Phoenix Group Holdings.

The Financial Conduct Authority is to consult on imposing a 1% cap on early exit charges for consumers using the pension freedoms.

Putting Financial Planning into a gaming format could be an effective way of enticing disinterested younger people to consider their pensions, Paraplanners were told this morning.

Leaders serve their teams, they don’t put themselves first, a former Lieutenant Colonel in the British Army told the CISI Paraplanner Conference this morning.