The Financial Ombudsman Service has ruled in favour of a client who complained over advice to transfer the value of his protected rights into a new Sipp.

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A Chartered Financial Planning group has bought a wealth firm specialising in estate planning with 1,500 clients.

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The FCA has found a “high level of inaccuracies” in PII policies for insurance advisers, especially on the scope of cover for FOS awards.

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A pensions expert has called for urgent action to help the self-employed as figures showed a significant decline in saving over the past decade.

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A new DFM due diligence update event for Financial Planners and Paraplanners will take place in London tomorrow.

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The number of people saving into workplace pensions has increased by 4.4 million since 2012, new figures showed.

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Certified Financial Planners must undertake one hour extra of ethics CPD from April.

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A Chartered Financial Planner who built his own cashflow modelling software, which now has 4,000 users, says cashflow modelling is not essential to Financial Planning.

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The Association of Professional Financial Advisers has called for the FCA to act swiftly to strengthen rules on unregulated investments.

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A firm selling ‘alternative investment’ products, including ‘fancy coloured’ diamonds, to investors including a number of vulnerable people such as a dementia sufferer, has been ordered into liquidation.

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