Fintel, owner of SimplyBiz and Defaqto, is to partner with Tatton Asset Management to provide a new range of services for adviser firms.

The directors of the PFS have re-elected Sarah Lord as President of the Personal Finance Society for a second term as debate on the future of the professional body goes on.

Over half of non-retirees (56%) are worried that they are failing to save enough for retirement.

Over £280m of inheritance tax may have been unnecessarily paid on life insurance policies in 2018/19 which could have been avoided if the policies had been written in trust, according to a leading Chartered Financial Planner.

Standard Life, now part of savings and retirement business Phoenix Group, is to partner with Key to launch a range of lifetime mortgage products under the new Standard Life Home Finance brand. 

Financial Planning firms have told Financial Planning Today that they have had their growth plans held back due to struggles in finding the right Paraplanning, compliance, IT and legal staff to join their teams.

Only 4 in 10 people have decided so far to invest spare cash saved during the Coronavirus pandemic, according to new research.

Wealth manager and Financial Planner Tilney Smith & Williamson is expanding its adviser business development team with two senior hires, increasing the department to five over the past six months.

STM Group, the international financial services provider which owns SIPP firm Carey Pensions, has reported a drop in revenue and profit for the first six months of the year.

The Chartered Institute for Securities & Investment has awarded six Honorary Fellowships for 2021, one of its highest honours for members.