Wealth manager Brewin Dolphin saw a surge in income from Financial Planning in the half year ended in March despite a slip overall in profits and plans to cut costs.

Nearly half (47%) of 55 to 64-year-olds are unaware that deferring the State Pension can boost their retirement income significantly when they start to claim their pension benefits.

Boutique wealth manager EQ Investors has unveiled Future Leaders Portfolios, a range of socially responsible, passive funds claiming to offer lower costs than many ESG funds.

Financial Planners are no longer using cost as the main factor when selecting platforms, according to evidence in the latest Platform Report in the current Financial Planning Today magazine.

The FCA has issued a scam warning about a firm called ‘My Scam Adviser’ which claims to help scammed investors recover their money.

Acquisitive financial adviser group Tenet has acquired its fourth advice firm in the past six months, allowing the principal to retire.

Expanding Financial Planner Progeny has recruited Scottish solicitor Stuart Easton to help expand north of the border.

Demand for financial advice rose 24% in April at global financial advisory group deVere.

SIPP and SSAS specialist Talbot and Muir has launched a series of bespoke CPD-accredited webinars that can be tailored for individual firms of advisers and will be delivered by the firm’s business development consultants. 

The CISI has reported that 80% of candidates passed the latest CISI Level 6 Advanced Financial Planning exam which leads to the UK’s highest Financial Planning certification.