A client’s immediate health needs make saving their accounts until they’re 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

HMRC is to reform the much-criticised system it uses to apply emergency tax codes to pension lump sum withdrawals.

Behavioural finance firm Oxford Risk has launched new retirement income suitability software to help Financial Planners and advisers meet the FCA’s stricter requirements in the wake of last year’s thematic review.

We named the largest firms and honored those making an impact in wealth management and technology, among other recognitions in the last year.

FCA CEO Nikhil Rathi has pledged to “revolutionise financial advice” as part of a package of reforms to break down the barriers to business growth in financial services.

The latest issue of Financial Planning Today magazine is now available and is packed with tips and insights for Financial Planners, Paraplanners, Wealth Managers and IFAs.

Mutual investment and insurance provider Royal London has selected experienced financial services executive Isabel Hudson to be its next chair and a non-executive director.

Executives say the Bank of America subsidiary likely benefited from clients in 2023 seeking a safe harbor from teetering regional banks.

Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in three Financial Planning firms as it continues its strategy of taking stakes in UK advisers.

Swansea West MP Torsten Bell, a former chief executive of the anti-poverty Resolution Foundation thinktank, has become the new Pensions Minister.