Financial Planning fintech EV Financial Solutions has added inheritance tax functionality to its end-to-end Financial Planning solution EVPro.

One in five (19%) people don’t know much they and their employer is contributing to their pension.

Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.

Warwickshire-based IFA firm Beaufort Wealth Management has completed a management buyout which will see two of the founders buy out the third.

Adviser platform Transact has added the ability to open existing clients’ pension wrappers (such as personal pensions and SIPPs) online.

The FCA is to hold round tables with smaller advice firms in the first half of 2025 over its plans to open the door to cheaper, simplified advice services to enable more consumers to access support at an affordable price.

A quarter (26%) of investors didn’t understand the changes made by the Chancellor in the Autumn Statement, according to research published today.

Two financial advisers whose clients worked in the medical and dental community have been fined more than £6,000 each and banned by the FCA for recklessly breaching an asset requirement imposed on the firm.

It’s no secret that the FCA has come in for flak over it’s naming and shaming enforcement plans and it’s no surprise it has decided to dilute them as a result. But should it be backing off?

The PFS board is sending a letter today to rebel members who voted to reject two key motions at this week’s AGM in a shock result.