The number of pension transfers has risen to its highest level since August 2023, indicating that they may be regaining popularity.
Read more ...LIBF revamps Advanced Diploma in Financial Advice
- Thursday, 24 July 2025
- Articles

The LIBF professional body is changing the way is assesses its Advanced Diploma in Financial Advice to move it towards more practical elements.
Read more ...1 in 2 advisers to use Targeted Support to boost growth
- Thursday, 24 July 2025
- Articles

Half (48%) of financial advisers expect the more relaxed regulatory framework brought about by Targeted Support to be an opportunity to attract new clients in the next 18 months, according to a new report.
Read more ...Forex firm offering wealth management enters administration
- Thursday, 24 July 2025
- Articles

Argentex LLP, a forex firm which also offered wealth management services, has entered special administration this week.
Read more ...Advised client growth holds steady at 7% for AJ Bell
- Thursday, 24 July 2025
- Articles

Investment platform and SIPP provider AJ Bell has reported 7% growth in advised customer numbers (year on year) to 180,000 for the three months ended 30 June.
Read more ...PFS to invest £1m into new Planner training initiatives
- Wednesday, 23 July 2025
- Articles

The Personal Finance Society (PFS) is to pump £1m into new training initiatives to encourage new entrants to the Financial Planning profession and tackle a growing shortfall in new blood.
Read more ...Consumer Duty drives 69% increase in client reviews - report
- Wednesday, 23 July 2025
- Articles

The number of client reviews undertaken within the Dynamic Planner back-office platform have increased by 69% over the past two years due to Consumer Duty.
Read more ...CGT receipts drop 12.9% for first half of 2025
- Wednesday, 23 July 2025
- Articles

Capital gains tax receipts for January to June 2025 were £11.77bn, a 12.9% drop year-on-year, according to the latest data from HMRC.
Read more ...Planner duo launch back-office platform
- Wednesday, 23 July 2025
- Articles

Financial Planners Nicholas Ryan and David Mills have launched a new practice management software firm called Pilot.
Read more ...PensionBee extends backing for Premier League Brentford
- Wednesday, 23 July 2025
- Articles

Retirement specialist PensionBee has extended its long-standing sponsorship with Premier League football club Brentford for another year.
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