The CISI, the professional body for Certified Financial Planners, has revealed its shortlist for the Financial Planning Awards 2022 due to be announced at the CISI’s annual Financial Planning Conference in October in Liverpool.

Almost half (44%) of amber pension transfer scam warning flag guidance sessions are being conducted without knowledge of why the flag was raised, according to the Money and Pensions Service (MAPS).

Investment manager and adviser support services provider Tatton Asset Management has completed its £7m acquisition of 50% of DFM 8am Global.

Nearly 62,000 trusts (61,692) have been registered with HMRC in the first six months of 2022 as the deadline to register a trust approaches.

Fast-growing Financial Planning group Independent Wealth Planners (IWP) has completed a deal to buy female-led Financial Planner Holistic Financial Leadership (HFL) for an undisclosed sum, adding £252m in assets to IWP.

A new consumer finance survey carried out this month suggests that 32% of people have cut back on saving due to the cost of living crisis.

Client insight firm Investor in Customers (IIC) has launched a new Consumer Duty assessment service.

Fast growing Leeds-based Financial Planning and professional services group Progeny welcomed nine students to its first summer personal finance school held last week for 16-to-18 year olds. 

Over nine in ten IFAs would avoid recommending investing in cryptocurrency to their clients, according to a new report.

Fraudster Timothy Schools, 61, who was behind a collapsed £100m investment scheme used to fund his luxury lifestyle and network of 'no fee, no win' law firms, has been sentenced to 14 years in prison at Southwark Crown Court today.