One of the leading auto-enrolment pension providers, NOW:Pensions has urged new Chancellor Rishi Sunak to extend auto-enrolment to all workers in his first Budget next month.

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The Personal Finance Society has joined forces with major education and training provider Pearson to create a new ‘pathway’ into the financial advice profession.

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The latest report from platform and fund research house Fundscape has revealed that passive funds were the clear winners in 2019 fund sales in a tough year for many groups.

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LEBC Group, the pensions and financial advice company founded by a Chartered Financial Planner, remains in “buoyant mood” despite making a financial year loss of £401,000 last year and having to withdraw from DB transfer advice.

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The Government has today launched a consultation which could see its Dormant Assets scheme significantly expanded to include funds and a wide range of other investments held by investors.

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Quilter’s UK platform Old Mutual Wealth is to introduce ‘family-linking’ of accounts from April - a move it says will save most investors money.

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The top question asked of financial advisers by older clients was whether they can afford to retire early, according to a new survey.

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The Personal Finance Society’s pro bono financial guidance campaign to help 6m serving and veteran Armed Forces members has received official recognition.

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Schroders Personal Wealth, the new Financial Planning venture jointly owned by Schroders and Lloyds Bank, is aiming to become a top 3 ‘Financial Planning’ business by 2023.

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Online consumer investment platform interactive investor (ii) is to buy rival The Share Centre, creating a combined group with 570,000 customers.

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