Financial data provider Defaqto has today added video conferencing and screen sharing to its Financial Planning software Defaqto Engage.

A Financial Planning firm has taken advantage of the loosening of lockdown rules to hold its half yearly away-day staff meeting in a garden.

The Chartered Institute for Securities & Investment has appointed Eugene Kiernan FCSI as the new President of the CISI National Advisory Council for Ireland.

More needs to be done to promote the value of Financial Planning advice to potential clients, an adviser survey has indicated.

The lang cat financial data provider has added actuarial consultancy AKG's financial strength ratings to its interactive online platform analysing tool.

Defined benefit (DB) transfer values increased by nearly 4% during May and the number of members taking a transfer value rose slightly from the record low observed in April.

The Personal Finance Society is to work with schools to give pupils the opportunity to pick the brains of financial advisers online.

Pension consultancy Barnett Waddingham has warned that there are likely to be too few advisers to meet demand from the 120,000 pension savers a year it predicts will need DB transfer advice.

Expanding national Financial Planning firm Independent Wealth Planners (IWP) has acquired London Financial Planner Clairville York Financial Advisers, the company’s eighth ‘hub.’

The percentage of Nest’s 9m pension savers opting out of auto enrolment has increased from 6% to 9% following the second increase in minimum auto enrolment contributions.