Defined benefit pension transfer values fell to their lowest value for six years at the end of December after a significant decline in the final quarter, according to pension provider and consultant XPS’s Transfer index.

Canada Life has appointed Peter Maddern as managing director of retirement, to succeed Tom Evans, who is leaving the business to pursue a new opportunity.

Thresholds affecting higher rate taxpayers have fallen significantly behind wage inflation and are costing people thousands of pounds, according to new stats.

Rosemount Financial Solutions (IFA), a mortgage, protection and Financial Planning network, has reported 25% growth in revenue year on year in its latest trading update.

High net worth women are much less engaged than HNW men when it comes to conversations with their financial advisers, according to a new study published to coincide with Financial Planning Week which launches today (Monday 27 Jan).

The FCA has stopped Arthur Temlett, trading as Abacus Insurance Consultants (FRN 118204), from carrying out regulated activities, including acting as an insurance broker, after it appeared that premiums from clients were not being passed on to insurers. 

Yorkshire solicitors Lupton Fawcett LLP has settled a High Court claim brought by the FCA and apologised for the firm's involvement in an unlawful and unauthorised care home investment scheme which saw investors lose £57m.

The CISI’s Financial Planning Week - its annual campaign to promote the benefits of Financial Planning to consumers - gets under way today (Monday 27 Jan).

Property and pensions are the key elements of household wealth, according to the latest Wealth & Assets survey from ONS - but households have hugely different ownership of both.

Financial Planning and tax experts have welcomed comments this week from Chancellor Rachel Reeves at the Davos World Economic Forum that she may soften a Budget crackdown on non-dom individuals.