Manchester-based Pareto Financial Planning has moved its HQ to the refurbished and iconic Old School House building in Spinningfields in the centre of the city and addd more staff.

The FCA has revealed that its Consumer Duty priorities for the coming months will include looking at targeted support for pension savers.

Acquisitive Northern Ireland financial adviser Milecross Financial has bought Milton Keynes-based Financial Planning firm The Martin Cliffe Practice for an undisclosed amount and plans further deals in 2025.

Blick Rothenberg partner Kelly Greig has been re-elected as worldwide chair of STEP for a second term, to take effect from 1 January.

Wealth advisers want to write protection business but say they need help demonstrating the need for protection, according to a survey conducted at the recent Consumer Duty Alliance Protection Forum.

Young adults are much more open about discussing financial matters with their family members than pre-retirees, according to a new study.

Nearly half (47%) of advisers think it is likely a platform could fail financially in the next three years, according to the latest Scottish Widows Investor Confidence Barometer.

Major issues continue to plague the DWP’s pension transfer regulations three years after they were implemented, new Freedom of Information data has revealed.

More than a third of advice firms believe there has been no progress towards the Consumer Duty’s products and services outcome.

Mutual provider and insurer Royal London has launched a joint life second death life cover option to help clients with their estate planning and inheritance tax mitigation.