Daniel Harrison, chief executive of recently-acquired Financial Planning and wealth management firm True Potential, has warned owners of Financial Planning firms to beware of over-generous offers for their businesses.

Fintech and consulting firm Altus has launched a pre-recorded video training series for financial services professionals on how to work with vulnerable customers.

FCA chief executive Nikhil Rathi has pledged to adopt a tougher approach for the regulator in a speech at the Lord Mayor’s City Banquet at Mansion House last night.

Nearly 4 in 10 consumers (39%) say they are are more likely to buy protection insurance as a result of their experiences during the pandemic, particularly the impact on others.

A father and son duo behind a failed SIPP firm - which saw investors hand over nearly £92m - have been banned as directors after repaying themselves over £1.3m ahead of creditors.

A damning report from the National Audit Office out today has revealed that 134,000 state pensioners were underpaid by an average of £8,900 each - with some underpayments dating back to 1985.

Joanne Lake, chairman of wealth manager and SIPP provider Mattioli Woods, is to step down next month.

Women are now almost twice as likely as men to feel ‘on the back foot’ on retirement planning as the Coronavirus pandemic battered their confidence, according to a new report.

One of the UK’s biggest Paraplanning events is considering a return to a live event next year - but with the option for attendees to take part virtually instead.

Inheritance tax receipts rose 35% between April and August, up a third year on year, with Covid-19 deaths a potential factor in the increase.