Fast growing adviser business acquirer Loyal North has acquired financial advisory firm Paul Wallis Financial Solutions, run by Chartered Financial Planner Paul Wallis, to expand its presence in the South East.

A new survey has revealed that many under-35s have an unrealistic expectation of when they will be able to afford to retire, with many expecting to quit work by 60.

The Chartered Insurance Institute (CII) - parent organisation of the Personal Finance Society - has launched two new courses focused on strengthening business leadership.

NS&I has today launched a new fifth issue of its Green Savings Bond at a fixed rate of 5.7% gross over a three year term.

Our 2023 Financial Planning Profession Survey is now open and we want you to share your views. 

Our 2024 Financial Planning Today Reader Survey for the Financial Planning profession is now open and we want your views on everything from the Consumer Duty upheaval to the value or otherwise of remote working. 

Our 2024 Financial Planning Today Reader Survey is open - and we want your views on everything from the Consumer Duty to remote working. 

Our 2024 Financial Planning Today Reader Survey is now open and you can take part to share your views on everything from the Consumer Duty to the future of remote working. 

Canada Life has reported doubled annuity sales compared to last year, according to its UK half year financial results.

Wealth manager and Financial Planner Evelyn Partners is planning further expansion in Bristol as it relocates its office in the city to a new energy-efficient building, the new EQ development at 111 Victoria Street.