Articles

Financial Planning has become harder over the past five years as tax changes combine with political and economic uncertainty and market volatility, according to a new report.

Adviser support firm and Sense network owner Adviser Services Holdings Limited (ASHL) has acquired two Financial Planning firms through its growing national advice business, LYNC Wealth Management.

Former Personal Finance Society President Sharon Sutton has sold the Isle of Man Financial Planning firm she founded in 2000 to Jersey-based expanding firm TEAM Plc for up to £2.5m.

Pensions Minister Laura Trott has told a pension industry event there is “no easy solution” to the pension gender gap.

Caroline Siarkiewicz will step down from her role as chief executive of the Money and Pensions Service (MAPS) in January 2024.