The Personal Finance Society’s pro-bono initiative called Forces MoneyPlan has delivered 656 guidance sessions to support of Armed Forces personnel and veterans.

Advisers have warned the FCA that its proposed introduction of targeted support under the Advice Guidance Boundary Review could cause significant consumer harm if the difference between guidance and advice is not more clearly defined.

Sarah Smart, chair of The Pensions Regulator, is to step down in July after nearly 10 years on the TPR board.

The Financial Conduct Authority has charged Lisa Campbell of Campbell & Associates Independent Financial Advice Ltd (FRN 602550) with multiple fraud offences.

Financial Planning solutions provider Benchmark Capital, part of Schroders, is to acquire Huddersfield-based adviser firm Robertson Baxter.

Jupiter has launched an active exchange traded fund (EFT) for global government bonds in partnership with ETF specialist HANetf.

SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Standard Life for an undisclosed sum.

Financial advice firms with between 6 and 50 advisers are increasingly adopting customised platform models, according to new research.

The number of global Certified Financial Planner (CFP) professionals passed 230,000 for the first time in 2024, latest data shows.

Expanding Chartered Financial Planner Lumin Wealth has acquired Berkshire-based £50m AUM Financial Planner Professional Financial Centre - PFC (Thames Valley).