A DFM aiming to challenge rival firms whose services are reserved “only for the very wealthy” is set to launch a £51.6 million initial public offering.

Accredited Financial Planning Firm Mazars has appointed Sarah Lord, a Chartered and Certified Financial Planner, as a Financial Planning Partner.

Curtis Banks Group’s communications boss has been added to the board of Suffolk Life after a ten-year stint working for the firm.

An FCA boss will be busting myths as part of a Paraplanning training day completely dedicated to report writing.

The Conservative election manifesto pledge to ditch the pensions triple lock appears to have been dropped after being left out of the Queen's Speech.

The FCA has revealed plans for changes on DB transfer advice this morning, including scrapping guidance that the adviser should start from the assumption that a transfer will be unsuitable.

Pension experts, including the former Pensions Minister have backed the scrapping of ‘outdated’ guidance on DB transfers, saying that change was “long overdue” and the regulatory framework was “past its sell-by date”.

The FCA has revealed plans for changes on DB transfer advice this morning, including scrapping guidance that the adviser should start from the assumption that a transfer will be unsuitable.

The Personal Finance Society is calling for a new independent commission for savings to “avoid an intergenerational savings crisis”, ahead of the Queen’s Speech later this morning.

Eight Financial Planning bodies across Europe, including the CISI, have backed “fintech-enabled Financial Planning”.