The boards of the 120,000 member Chartered Insurance Institute (CII) and its subsidiary the Personal Finance Society (PFS) have held a joint meeting this week following the latest in a wave of resignations to hit the PFS.

The latest issue of Financial Planning Today magazine, our exclusive sister publication for Financial Planners, Paraplanners, Wealth Managers and IFAs, has been published and is ready to view.

Platform and SIPP provider AJ Bell increased its platform customer numbers by 9% to 593,000 over the past six months, the business reported today in interim results.

One in six adults, or 16%, are relying on gut instinct to estimate their retirement needs, according to research from pension provider Standard Life.

As Nikhil Rathi is reappointed as CEO of the Financial Conduct Authority (FCA) for another five years, the FCA has set out its strategic direction for 2025/26, with important implications for financial advisers.

The lifetime allowance may have been consigned to the annals of history but the various forms of protection are still relevant in the new world, especially when it comes to the amount of pension commencement lump sum (PCLS) that can be taken.

The dark reality of pension scams is that we don’t really know how common they are. Fraud is a crime which tends to have low reporting events and with pension scams, it’s no different. The emotional toll can be as large as the financial, with some people being too embarrassed to report that they have been the victim of a scam.

While 2024 ended with a lot of doom and gloom in the pension world following the big announcement on inheritance tax (IHT), there was some good news that may have slipped under the radar of some advisers.

It may be more than a year since the Lifetime Allowance was formally abolished but issues are still emerging from the mess made by rushed legislation.