A year on since the increase in the pensions’ annual allowance, the majority of HNW individuals (HNWIs) (56%) are failing to utilise the extra £20,000 allowance available to them, data compiled by the Saltus Wealth Index Report has revealed.

More than £2.6bn has been stolen through investment fraud in the UK since the start of 2020, according to new research by the Pensions Management Institute (PMI).

Amira Norris, a business development director with more than 20 years’ experience across all areas of Financial Planning, will be the keynote speaker at the Personal Finance Society (PFS) 2024 Purely Paraplanning event.

Quintet Private Bank, the owner of Financial Planner and wealth manager Brown Shipley, has reported income for 2023 climbed 15% to €602.4m (£515m) from €524m (£448m) in 2022.

The Association of British Insurers (ABI) has warned the Government that proposals to introduce lifetime 'member choice' pension pots risk undermining the success of automatic enrolment.

It was good to see a new Financial Planning initiative this week to reach the so-called TikTok generation.

I have to confess I was quite pleased this week when Aegon pension sage Steven Cameron raised an issue that many have neglected: the fairness of the State Pension.

It’s been a bad week for some adviser firms with no fewer than seven being declared as failed or under investigation by the Financial Services Compensation Scheme.

HMRC has said that it intends to issue a second set of regulations changing the legislation governing the lifetime allowance abolition.

Wealth manager St James’s Place has entered into its first TV sponsorship deal as it aims to increase its brand awareness.