Newquay-based IFA Roberts Clark IFS has added an automated advice fee quotation and client onboarding workflow management system.

The Chartered Insurance Institute (CII) has joined the panel which validates content for Finance T Level courses.

STM Group, parent company of SIPP provider Options, has completed its acquisition of the SIPP and SSAS portfolio of US asset manager and pension consultancy Mercer.

Lawyer Dominic Harris has been appointed as the new Pensions Ombudsman from 16 January 2023.

Investment adviser Global Markets Group Limited (FRN: 744501) has been cloned by scammers selling high-risk investments.

Major SIPP and SSAS firm Rowanmoor Personal Pensions Limited (RPPL) has gone into administration today.

The number of people in the UK between 65 and 74 and still working has increased by 13% over the past six years, according to new research.

Dr Bevan Blair, CIO at Financial Planning firm One Four Nine, has warned advisers to avoid letting client emotions take control of investment decisions for the rest of 2022.

Consistency in Financial Planning and advice helps maintain trust and ensure clients stay with your business, according to Chartered Financial Planner Barra Gorman.

The Initiative for Financial Wellbeing (IFW) has been awarded Institute status by the Secretary of State for Business Kwasi Kwarteng MP.