Wealth manager and Financial Planner Evelyn Partners has become the founding partner of the Edinburgh Futures Institute’s new Compassion in Financial Services Hub.

One in seven high net worth individuals have no will, trust or expression of wishes in place for passing on their wealth, a new report warns.

The pace of merger and acquisition activity in the IFA market has increased with widespread consolidation under way, according to new research from respected pollsters Opinium.

The 2025 STEP Private Client Awards, partly sponsored by Evelyn Partners, are now open for entries.

People wanting to maximise their state pension by plugging gaps in their National Insurance record have contributed to a total of 68,673 years, worth £35m, since April last year, HMRC said.

The FCA says the standards of claims management companies (CMCs) are improving but there are areas where firms are not meeting its expectations.

The Chartered Insurance Institute (CII) has appointed two new executive directors who will take up their roles in early March.

The FCA’s ban on contingent charging introduced in 2020 led to a dramatic fall in the number of DB transfers, but had little impact on fees, the regulator said.

The FCA has secured a confiscation order of £586,711 against Mohammed Zina, a convicted insider dealer.

The CISI Future Foundation has handed almost £250,000 to three UK-based charities which promote financial education.