More than eight out of 10 advisers say they would recommend the Financial Planning profession to family and friends, according to a Personal Finance Society poll.

A record 77% of UK employees were in a workplace pension in 2019, according to latest ONS figures released today.

Life expectancy has improved slightly for men and women at both birth and age 65 after many years of stagnation, latest ONS figures show.

Guernsey Finance, the agency that promotes the island’s finance industry around the world, has recruited Rupert Pleasant from wealth and trust manager Beauvoir Group to be its new chief executive.

Investment research company Morningstar is to acquire PlanPlus Global including FinaMetrica, an investment risk measuring system used by many Financial Planners with their clients.

Selftrade, one of the oldest retail investment platforms, has re-branded as EQi and announced plans to boost its SIPP services.

Eldon Financial Planning, based near Darlington, is planning to move to an employee-ownership model next year after growing rapidly over the last five years.

Chartered Financial Planner Greg Harris of Unividual was recently faced with a challenging case when clients turned to him after facing a hefty CGT bill following an unexpected windfall inheritance.

Eldon Financial Planning, based near Darlington, has become the latest Financial Planning firm to become employee owned.

Ninety One plc and Ninety One Limited, the new names for Investec Asset Management, will float with a stock market valuation estimated at between £1.7bn and £2.2bn.