Financial Planning tech firm Wealth Wizards has revealed it is developing software that will enable financial advisers to implement a digital ‘abridged advice’ service.

Succession Wealth’s aim when it was founded in 2009 was to create an “unmatched” Financial Planning firm, Financial Planning Today caught up with company director Mark Stokes to take a deep look inside the business.

Spain remains the top retirement destination for UK pension savers but non-EU locations are growing in popularity despite the fact that more than 500,000 are suffering a ‘frozen’ state pension by retiring to some non-EU jurisdictions.

Lowes Group, the Newcastle headquartered IFA and investment management firm, which specialises in structured products, is expanding its investment proposition.

The Financial Ombudsman Service (FOS) has received hundreds of complaints about the activities of claims management companies (CMCs) – so-called ‘ambulance chasers’.

Sanlam is celebrating the first anniversary of its rapidly-growing Real Assets Fund.

SIPPs and SSAS firm Talbot and Muir has warned that a number of SSAS arrangements face “significant costs and delays” on transfers to a more suitable vehicle, such as a SIPP.

Global investment professionals association CFA Institute has launched a new UK test centre as it revealed 21,000 out of 38,377 worldwide candidates had passed its Level III CFA Programme exam.

Financial Planner and wealth manager Blacktower Financial Management International has officially agreed the transition of the assets and personnel of international financial manager, PWS Group.

Aegon has launched a new financial wellbeing guide.