King Charles III is to become the next Patron of the Chartered Insurance Institute, the professional body announced today.

Forger Taheer Sardar has been sentenced to 18 months’ in prison today at Southwark Crown Court for perverting the course of justice.

The Information Commissioner’s Office (ICO), the data regulator, says financial firms were the most targeted by cyber attackers in 2023.

Pensions and investment provider Aegon has urged the FCA to consider giving financial advisers a bigger role in the Pensions Dashboards to help clients make “better decisions.”

Cheshire-headquartered Financial Planner Foresight Wealth Group has acquired £120m AUM local advice firm Cassons Financial Planning.

Veteran Financial Planner Tony Lewis says he has no plans to retire despite being just a few months away from his 82nd birthday.

The Institute for Financial Wellbeing (IFW), the non-profit body which aims to promote and campaign for better adviser and client wellbeing, is holding its 2024 annual conference later this month with the theme of ‘Financial Wellbeing 2030.’

Fintech Iress is to sell its Pulse portfolio management software to SecuritEase Holdings UK Limited, part of New Zealand-based SecuritEase group.

South East accountants and Financial Planners Carpenter Box have appointed a new director of its Later Life advice team and announced 16 new promotions across the group.

Fintech and data provider Defaqto has today launched a new tool to provide comparisons between Managed Portfolio Services (MPS) and is also updating its MPS performance data monthly from now on.