Lauren McHenry of Manchester firm Pareto Financial Planning has achieved Chartered Financial Planner status after starting at the firm as a trainee Paraplanner in 2018.

The Money and Pension Service (MAPS) has published the details and dates by when pension providers need to register their connection with the Pensions Dashboard 'ecosystem.'

Fund manager Schroders says it will adopt all four of the FCA’s Sustainability Disclosure Requirements (SDR) labels, with the expected adoption of labels for a further three funds.

North Derbyshire Chartered Financial Planning firm Belmayne has been awarded CISI Chartered Firm status by the Chartered Institute for Securities & Investment (CISI).

Defined benefit pension transfer values fell to their lowest value for six years at the end of December after a significant decline in the final quarter, according to pension provider and consultant XPS’s Transfer index.

Canada Life has appointed Peter Maddern as managing director of retirement, to succeed Tom Evans, who is leaving the business to pursue a new opportunity.

Thresholds affecting higher rate taxpayers have fallen significantly behind wage inflation and are costing people thousands of pounds, according to new stats.

Rosemount Financial Solutions (IFA), a mortgage, protection and Financial Planning network, has reported 25% growth in revenue year on year in its latest trading update.

High net worth women are much less engaged than HNW men when it comes to conversations with their financial advisers, according to a new study published to coincide with Financial Planning Week which launches today (Monday 27 Jan).

The FCA has stopped Arthur Temlett, trading as Abacus Insurance Consultants (FRN 118204), from carrying out regulated activities, including acting as an insurance broker, after it appeared that premiums from clients were not being passed on to insurers.