Stuart Dodson has been appointed CEO of True Potential Wealth Management.

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The number of retail investment advisers in the UK dipped slightly to 37,441 in 2024, according to the latest FCA Retail Mediation Activities Return report.

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The number of adviser firms providing independent financial advice fell 5% (year-on-year) in 2024, according to data from the latest FCA Retail Intermediary Market Data report out this week.

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Planned changes to the treatment of unused pensions exposed to inheritance tax for the first time could see many high net worth estates facing effective tax rates of up to 67%, according to a new report.

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Former NatWest CEO Dame Alison Rose has joined global platform ‘engine’ provider FNZ as chair of FNZ UK and as an FNZ Group board member.

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In a welcome piece of positive economic news for the government, CPI inflation dropped modestly in October to 3.6% from 3.8% in September.

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DB pension surpluses remain at record highs, up £57bn year-on-year in October, according to new analysis from XPS Group.

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From today anyone who becomes a company director or person with significant control (PSC) will need to verify their identity with Companies House.

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The Society of Pension Professionals (SPP) has warned of the “unintended consequences” of changing the law relating to pre-1997 pension scheme indexation.

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Wealth manager and Financial Planner Titan Wealth is acquiring South Wales advice firm Thomas Carroll IFA, for an undisclosed amount.

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