Retail investors piled £4.8bn into investment funds in July, according to Investment Association data.

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East Midlands-based Financial Planning firm George Square Financial Management has added a Chartered financial adviser to its team to support the firm’s expansion plans.

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Wealth manager Saltus Group has acquired Farnham-based Financial Planning firm Fish Financial for an undisclosed sum.

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The percentage of workplace pension savers who actively stopped saving fell slightly during the Coronavirus pandemic, according to data released this morning.

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New President of the Chartered Institute for Securities & Investment (CISI)’s Liverpool branch, Vanessa Doyle ACSI, has pledged to raise awareness of and reduce stigma around mental health.

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Queries from Financial Planners and their clients regarding investing in commercial property as part of their SIPPs increased 56% in the first half of 2021 year on year for provider Curtis Banks.

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Insurance firm Phoenix Group has acquired a portfolio of £300m equity release mortgages from Just Retirement Limited, part of the Just Group.

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Specialist fund manager Liontrust is to launch an Irish-domiciled UCITS Global Multi-Asset fund on 13 October for distribution across Europe.

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Schroders Personal Wealth (SPW), the Financial Planning joint venture launched by Schroders and Lloyds Bank, has expanded into Leeds with the opening of an operational centre in the city centre.

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The Financial Conduct Authority (FCA) has confirmed that it will start a periodic review of pension transfers redress guidance by the end of 2021.

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