Wealth manager and SIPP provider Mattioli Woods has faced delays to the appointment of David Kiddie as its new chairman.

Reports of scammers impersonating HMRC in spoof phone calls have fallen by 97% over the past 12 months after a major crackdown by HMRC.

Rapidly expanding Financial Planner and wealth manager Independent Wealth Planners has appointed Rob Allen as its new group CEO to succeed founder David Inglesfield who is stepping down from the role.

MPs on the Public Accounts Committee have attacked the “shameful shambles” which led to an estimated 134,000 pensions, mostly women, being underpaid over £1bn in State Pension entitlement.

The Financial Conduct Authority has sent a survey to 2,500 advice firms on its work related to the British Steel Pension Scheme (BSPS).

David Dalton-Brown, CEO of investment and savings trade body TISA, will step down at the end of January.

Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client.

National Financial Planning group Continuum has predicted that annuities may see a return to favour as advisers try to cope with the impact of soaring inflation on their clients.

It said that all advisers, administrators, trustees and providers should take responsibility for protecting pension savers by joining its pledge to combat pension scams.

Investment platform AJ Bell saw 4,960 net new advised customers for the three months ending 31 December, up 38% compared to the same period in 2020.