Adviser platform Transact has partnered with fintech and back office provider Intellifo to launch a data transfer application which it claims will help reduce rekeying, save advisers time and maintain data integrity.

Early retirement and ill health are driving premature exits from the workforce and having a major impact on the UK economy, with an estimated £31bn in lost output annually, according to a new study.

A fraudster who fled to avoid a 14 year jail term has been ordered to repay £64m from the proceeds of his crime or have 14 years added to his sentence.

Manchester-based Chartered Financial Planning firm Suttons Independent Financial Advisors has acquired Bolton-based Whitewell Financial Planning for an undisclosed amount.

Financial coaching is emerging as a key tool in workplace wellbeing strategies as employees seek more personalised support, according to a new report.

Financial Planning fintech EV Financial Solutions has upgraded its digital financial guidance tool EVDirect to make it more engaging, it said.

The estimated tax gap in the UK was 5.3% in 2023-24, meaning £46.8bn was unpaid in the year, according to new figures from HMRC.

The FCA has handed £150 compensation to an unnamed adviser who said his firm was wrongly listed on the Financial Services Register as an appointed representative for an unnamed firm he had already left and never worked with.

Less than a third of couples, 29%, have completely joint finances and one in five, 20%, keep their money completely separately.

Financial Planners, of course, concentrate on the better off. They need to focus on people able and willing to pay their fees and that’s perfectly reasonable, indeed it's a business requirement.