Access to advice remains a major concern for Financial Planners four years into Pension Freedoms, according to new research.

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Total customer numbers at AJ Bell increased 282,619 over the last 12 months and 8% in the quarter, with total net inflows for the quarter of £1.2bn.

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Financial Planning firms that embrace change will be the winners despite FCA data revealing that revenue growth was weaker in 2019 than in previous years, according to Quilter.

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The Chartered Institute for Securities & Investment has moved its October annual conference for Financial Planners online.

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As councils imply they will provide less funding for those needing long-term care, over-55s are more concerned than ever about meeting care costs, according to a new report.

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Quilter has partnered with workplace mental health specialist Spill to launch online resources and a counselling service its Financial Planners and their staff.

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The average professional indemnity premium paid by Financial Planning firms has risen to 2.3% of average regulated revenue in 2019, according to the FCA’s retail intermediary market data released today.

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The Financial Planner and wealth manager Frenkel Topping has taken shares to market to finance further acquisitions in the personal injury and clinical negligence markets.

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A new survey of UK Financial Planners found 96% were optimistic about their firm’s prospects for the next 12 months.

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Financial Planners want to get up to speed with the FCA’s advice requirements for green financial products, according to a new survey.

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