National wealth manager Ascot Lloyd, which employs more than 100 advisers, has adopted Financial Planning-style cashflow modelling to provide a better analysis of clients’ financial circumstances.

Brown Shipley, the wealth and investment management firm, has added two new appointments to its Edinburgh office, including an executive from a Financial Planning firm bought by the company in 2015.

SIPP specialist Momentum Pensions has widened its range of investment choices to add passive, ethical and Sharia options as well as a guaranteed income investment and a tie-up with low cost fund provider Vanguard.

Equity release and later life provider Key Retirement has promoted Will Hale to chief executive and announced plans to increase its total number of equity release advisers to more than 200 by next year.

The Personal Finance Society has confirmed Thornton’s Sharon Sutton as its new President for 2017/18 and appointed ex-FCA technical specialist Rory Percival to its board.

Nearly three in 10 people place saving for retirement at the top of their savings agenda although the overall level of savings remains woeful, a new survey has found.

Nicky Morgan MP, the chair of the Treasury Committee, is urging the government to act soon to clarify the postion on cross-border pensions and insurance contracts post-Brexit amid fears of chaos.

The automated investment platform Fundment - promoted as a potential ‘robo-killer’ - has added a low cost SIPP option.

NS&I’s latest Financial Advice Barometer shows that a growing number of advisers are ranking security more important than risk in terms of savings and investment options.

The Financial Planning Standards Board, the global standards-setting body for the Certified Financial Planner designation, is to hold its first World Financial Planning Day on Wednesday 4 October.