Expanding Plymouth-based Financial Planner Continuum has recruited three new advisers, including two Financial Planners.

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Expanding Financial Planning firm Progeny has pledged to place ESG at the heart of its business and will aim ensure that all its investment managers undertake ESG qualifications.

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Retail fund sales topped £5.3bn in August, the first time retail fund sales in the month of August have exceeded £5bn, according to figures from the Investment Association.

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Specialist lender and savings provider Hampshire Trust Bank is to acquire Wesleyan Bank, the savings and ISA arm of Wesleyan Assurance Society.

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National Westminster Bank Plc has pleaded guilty to money laundering offences related to £400m transferred to a Bradford gold dealer.

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Chartered Financial Planner firm Fiducia Wealth Management has appointed three new key personnel following the completion of a management buy out.

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Teachers want more Personal Finance Society members raising their hands to go back to school to teach school students essential money skills, according to the PFS.

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Tilney Smith & Williamson has launched its first corporate charity partnership with Impetus, a charity aimed at helping disadvantaged younger people.

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The sale of Tavistock Wealth to Titan Wealth has qualified for substantial shareholding exemption (SSE), saving wealth manager and Financial Planner Tavistock Investments from paying £7m in tax on the sale.

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Families failing to engage their younger members on Financial Planning estate planning issues will face increasing risks, a senior executive at wealth manager St. James’s Place has warned. 

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