In our latest Planner Casebook in Financial Planning Today magazine, Michael Seagrove of Albert Goodman, helps two business partners put together a complex exit from their firm by developing a long-term financial plan based around a SSAS.

Parmenion has launched a dashboard-based business data and management information service for clients.

The Pension Schemes Act received Royal Assent today creating new laws covering areas including defined benefit scheme protections, pensions dashboards and climate change.

The Coronavirus pandemic has left over a quarter of adults with low financial resilience, according to the latest Financial Lives survey from the Financial Conduct Authority (FCA).

Quilter Financial Planning has moved its Level 4 courses fully online to improve access and flexibility for students studying to become a Financial Planner.

Former interim FCA chief Christopher Woolard is to take up a partnership role at financial and accountancy consultancy giant EY in April.

Chartered Financial Planning firm Cockburn Lucas has expanded its Cockburn Lucas for Women service with a new hire.

Investec Bank will pull out of the retail structured product sector in the UK retail market from April, the company revealed today.

The Openwork Foundation, the charitable arm of adviser network Openwork, has marked its 40 year anniversary by revealing it has so far raised £20.8m for charity over four decades and helped more than 476,000 vulnerable people along the way. 

Wealth Manager Charles Stanley has removed VAT from its Managed Portfolio Service (MPS) across its Dynamic Passive, Blended and Multi-manager models.