Defined benefit transfer activity increased in June for the third month in a row to high the highest levels seen since July 2020.

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Expanding Financial Planning firm Progeny has launched a Women in Professional Services Forum to build a community of female spokespeople and leaders within the firm.

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The Coronavirus pandemic will accelerate demand for Financial Planning within the next five years, according to a new report.

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The administrators of troubled wealth firm Dolfin Financial (UK) Ltd have agreed terms for 280 client agreements to be transferred to Britannia Global Markets.

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Lifetime ISA (LISA) early withdrawal charges rose by more than 300% to £33m in the 2020/21 tax year, according to a Freedom of Information request.

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Talis IFA, an Ashford-based firm which looks after more than £100m in client funds, has acquired Regency IFA of Dover for an undisclosed sum following the retirement of its founder Barry Williams. 

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The ban on contingent charging and the pandemic have resulted in a major slump in pension transfers, according to new research. 

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Wealth manager and Financial Planner Brooks Macdonald has boosted its South West presence by opening a new office in Cheltenham and relocating its Taunton office to Exeter.

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Pension scammers have attempted to con 14% of the UK adult population, equivalent to 7.6m adults, a new study has found.

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Over half of over-50s fear they will run out of money in retirement due to the impact of the pandemic on their income and their ability to save, a new survey has revealed.

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