Expanding national advisory group Beaufort Financial has appointed Luke Mason as head of advice.

Financial Planners believe business growth and efficiency to be the biggest challenges they face in 2020, according to a new survey.

M&G Investments and Octopus Investments has signed up to become mentors for the CISI’s 2020 Financial Planning Mentoring scheme.

DB transfer specialist O&M Pension Solutions has extended its product range with the launch of a new Financial Planning software suite called FinCalc.

The Paraplanners Powwow movement is to change its name to the Paraplanners Assembly from today due to concerns about the “cultural appropriation” of native American traditions.

Interactive investor (ii), the flat fee investment platform, has completed its takeover of rival The Share Centre, creating a group with 570,000 customers.

Close Brothers Asset Management (CBAM) has appointed Helen Gerrard and Nick Jackson as managing directors to support the expansion of its investment management for HNW clients in the North West.

Aegon saw a sharp fall in Critical Illness claims during the pandemic but a surge in life insurance claims.

Lloyds Banking Group is hunting for a new CEO to replace António Horta-Osório who will step down as chief executive in 2021 after nearly 10 years.

Aviva has appointed Amanda Blanc as chief executive on a £1m basic salary to take over from Maurice Tulloch who is stepping down for family reasons after 14 months.