XPS’s Transfer Value Index fell 3.9% in January to £158,000, following two consecutive rises.

The Personal Finance Society has appointed Sheffield-based Chartered Financial Planner Ben Wright to its board.

PIMFA, the wealth and investment management trade body, has raised “serious concerns” about the FCA’s proposals to make public enforcement investigations against regulated firms.

Robin Forster, the director of a Ponzi-style unlawful and unauthorised care home investment scheme which saw investors lost £57m, has been banned for 14 years.

The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is supporting the charity Girls Are Investors (GAIN)’s national UK Investment Challenge.

The ABI, the trade body for insurance and long-term savings providers, has urged the FCA to include pensions decumulation in its proposed 'simplified advice' rules.

Financial services mutual Wesleyan has appointed Karen Blatchford as managing director of dental, direct and intermediary distribution.

Wealth manager St James’s Place Capital has set aside £426m to deal with client claims about historic ongoing advice after a surge in complaints in late 2023.

A quarter (25%) of adults aged 55-64 are unaware of the state pension deferral option despite the fact they will soon be making important retirement choices, according to retirement specialists the Just Group.

Quilter Financial Planning has added two appointed representative firms to its network, including a new sports and entertainment specialist as well as South West-based Chartered Financial Planner Holroyd Wealth Management.