Curtis Banks, one of the UK’s biggest SIPP providers, has completed the purchase of wealth manager Hargreave Hale’s £180m SIPP book.

Wealth manager and Financial Planner Ascot Lloyd is to take over fast growing rival Newell Palmer, which bought its 51st IFA firm only this year.

The managing director of a Cambridgeshire-based Chartered Financial Planner has been appointed the new chairman of a regional PFS committee.

Pension transfer values, as measured by the XPS Pensions Group Transfer Value Index, fluctuated during November 2018, with an overall fall during the month.  

Pareto Financial Planning is expanding its in-house training programme to help up-and-coming advisers accelerate their careers.

Martin Tilley, director of technical services at SIPP provider Dentons Pension Management, is leaving the firm after 30 years to join a wealth manager in the new year.

An investment scheme fraudster pleaded guilty at Southwark Crown Court today.

Investment providers are failing to connect with a female audience, leading to a £15bn gap between the value of investments made by millennial and generation X women and men, new research has revealed.

The Financial Services Compensation Scheme (FSCS) is to compensate 2,000 customers of a failed mini bond firm.

Financial Planner and wealth manager AFH’s programme to help former members of the Armed Forces train to become IFAs has got off to a successful start, with the Ministry of Defence awarding it the Armed Forces Covenant bronze award.