Adviser network Openwork has recruited St James’s Place exec Anna Davies to be its new wealth proposition director.

Two out of five married couples are keeping their families in the dark when it comes to their plans for passing on wealth, new research suggests.

Expanding global specialist wealth manager Zedra is to acquire LJ Fiduciary and Alvarium Private Office (APO), a private client firm with offices in the Isle of Man, Geneva and the UK.

Wealth manager St James’s Place has applauded a move by MPs to look at ways to boost financial education in schools as it reveals its own growing commitment to helping young people.

New research suggests that 43% of advised clients expect to work past standard retirement age and 29% are actively considering retiring overseas.

Bath-based investment adviser firm Ian Slinger (FRN: 723069) has had its Part 4A permissions to carry out regulated business removed by the FCA due to non submission of required returns.

While most fund managers have made efforts to comply with the regulator’s expectations on the design, delivery and disclosure of their ESG and sustainable funds, more improvements are needed, the FCA says.

Troubled wealth manager and Financial Planner WH Ireland has reorganised its board after a £5m rescue deal thrashed out in the summer saved the company from being wound up.

SIPP and SSAS provider professional body the Association of Member-Directed Pension Schemes has expressed “strong opposition” to the DWP's consultation on the general pension levy for pension schemes.

The House of Commons Education Committee has today launched an inquiry into ways to strengthen financial education in schools.