Investment platform AJ Bell has reported an 11% rise in advised customers during its financial year ended 30 September 2020.

Wealth manager Quilter has reported a year on year rise in assets and a modest recovery in inflows.

The Pensions Lifetime Allowance is set to rise by £5,800 to £1,078,000 next year following news today of the latest CPI inflation rate of 0.5%.

The end of the Eat Out to Help Out scheme - which ran in August - caused a spike in inflation in September as eating out costs rose.

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.