Financial Planning Today editor Kevin O’Donnell recently caught up with George Kinder, author and founder of the US-based global Life Planning movement, about his new book The Three Domains of Freedom and the development of Life Planning.

One in five workers (20%) avoids organising and planning their finances, with some blaming anxiety or stress about their financial situation for their failings.

Nine out of 10 (90%) advisers use multi-asset strategies for accumulation and decumulation, according to new research by Aegon.

SSAS provider and tax adviser WBR Group has appointed corporate lawyer Roy Botterill as director of law.

Wealth manager and Financial Planner Evelyn Partners has appointed Rachel Bleakley as an associate director with its Birmingham Financial Planning team.

Artemis founder John Dodd will retire from the investment house at the end of this year after almost 40 years in the industry.

Fast-growing national Financial Planner Perspective Financial Group has completed two acquisitions, bringing its total to 11 this year and 89 since the group was founded 16 years ago.

The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete this week after achieving High Court approval.

The percentage of professional complaints about pensions and annuities to the Financial Ombudsman Service - including from claims management companies -  showed a surprise fall in the latest quarterly period, in marked contrast to a surge in professional complaints overall. 

Nearly three in 10 Financial Planners (28%) surveyed in an exclusive poll for Financial Planning Today say they have cut the number of clients they serve as a result of the Consumer Duty.