Leeds-based The Private Office has scooped the Personal Finance Society’s Chartered Financial Planning Firm of the Year.

People dipping into their pensions for the first time are triggering complex tax rules, according to analysis by retirement specialist Just Group.

Rapidly-expanding adviser and fund manager One Four Nine Group has bolstered its senior team with three senior appointments, including appointing a Chartered Financial Planner as chief operating officer.

The Financial Conduct Authority is prosecuting five people for involvement in an alleged £1.2m ‘binary options’ investment fraud between 2016 and 2020 and an attempted cover up in 2022.

Standard Life, part of the Phoenix Group, has appointed Dean Butler to a newly-created role of managing director of retail direct.

Just 1% of financial advisers and wealth managers “completely trust” the sustainability claims made by funds, according to a new report.

More than 3 in 4 consumers have no idea what pension acronyms such as SIPP or ESG mean, according to a new study.

Chartered Financial Planner Ella Davies of Clarion Wealth Planning in Cheshire has begun a mentoring role as a ‘big sister’ to a teenage girl.

The Chartered Insurance Institute and its sister professional body for Financial Planners, the Personal Finance Society, have appointed Mathew Mallett as chief digital and information officer.

Investment and wealth manager M&G has appointed former Sesame Bankhall Group chief Ross Liston as chief executive of its Financial Planning-focused wealth division M&G Wealth Advice.