Think-tank The Social Market Foundation has called for the tax-free ISA allowance to be cut with the money saved used to reward saving by young people on low incomes.

The loss of a loved one can destablise a family. In our most recent Planner Casebook, Carla Brown FPFS of Oakemere Wealth helps a widow cope with family illness which led to bereavement.

A fraudster responsible for a £20.5m Ponzi-style investment scam has been jailed for 5 years and 4 months at Southwark Crown Court after a six year investigation.

Assets under management rose 17.4% at Tatton Asset Management for the first half of its financial year which the discretionary fund manager attributes to “adapting seamlessly to the new trading environment”, including maintaining face-to-face engagement with advisers.

LV= has launched a trustee investment plan to make smoothed funds more accessible to SIPP and SSAS investors.

Funds under direction at wrap platform Transact grew 3.5% over the quarter ending 30 September 2020, an 8.7% increase for the financial year despite a “difficult and unpredictable” operating environment.

Former Liontrust Asset Management Chairman Adrian Collins has been appointed as a non-executive director (NED) at Hargreaves Lansdown following a renegotiation with Peter Hargreaves allowing him to nominate a NED to the board.

Less than a quarter (17%) of financial advice and wealth management businesses feel confident about their ability to secure affordable professional indemnity insurance (PI), according to a new report.

Pensions Minister Guy Opperman plans to introduce simpler 2-page annual pension statements.

Wealth manager and SIPP provider Mattioli Woods says its market is beginning to stabilise and it is planning further acquisitions.