Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.

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Insurance and savings trade body the ABI has called on the Government to scrap Insurance Premium Tax (IPT).

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Wealth and investment manager Quilter has extended access to its WealthSelect Managed Portfolio Service to three new third-party platforms for the first time.

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XPS’s Transfer Value Index fell 3.9% in January to £158,000, following two consecutive rises.

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The Personal Finance Society has appointed Sheffield-based Chartered Financial Planner Ben Wright to its board.

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PIMFA, the wealth and investment management trade body, has raised “serious concerns” about the FCA’s proposals to make public enforcement investigations against regulated firms.

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Robin Forster, the director of a Ponzi-style unlawful and unauthorised care home investment scheme which saw investors lost £57m, has been banned for 14 years.

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The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is supporting the charity Girls Are Investors (GAIN)’s national UK Investment Challenge.

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The ABI, the trade body for insurance and long-term savings providers, has urged the FCA to include pensions decumulation in its proposed 'simplified advice' rules.

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Financial services mutual Wesleyan has appointed Karen Blatchford as managing director of dental, direct and intermediary distribution.

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