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Financial Planning News https://fpt.testjoomla.co.uk/news/financial-planning-news 2026-10-18T13:10:49+01:00 Financial Planning Today MYOB @SIPP adds industry veteran from Talbot & Muir 2026-10-02T07:41:34+01:00 2026-10-02T07:41:34+01:00 https://fpt.testjoomla.co.uk/news/sipp-adds-industry-veteran-from-talbot-muir Kat Mitchell <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Off-platform SIPP and SSAS provider @SIPP has appointed Helen Carr as business development manager.</span></p> <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Off-platform SIPP and SSAS provider @SIPP has appointed Helen Carr as business development manager.</span></p> True Potential introduces tiered platform charges 2026-10-01T09:01:05+01:00 2026-10-01T09:01:05+01:00 https://fpt.testjoomla.co.uk/news/true-potential-introduces-tiered-platform-charges Kat Mitchell <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Wealth manager True Potential has launched four tirered platform charging levels for its platform, replacing its former 0.4% flat fee model.</span></p> <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Wealth manager True Potential has launched four tirered platform charging levels for its platform, replacing its former 0.4% flat fee model.</span></p> UK retail investors continue to pile into fixed income 2026-10-01T08:41:09+01:00 2026-10-01T08:41:09+01:00 https://fpt.testjoomla.co.uk/news/uk-retail-investors-continue-to-pile-into-fixed-income Kat Mitchell <p><img src="https://fpt.testjoomla.co.uk/images/EdJan2026/bonds.jpg" alt="" width="1082" height="639" loading="lazy"></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Retail investors continued to show a preference for fixed income investments in August, according to the latest data from the fund managers' trade body the Investment Association (IA).</span></p> <p><img src="https://fpt.testjoomla.co.uk/images/EdJan2026/bonds.jpg" alt="" width="1082" height="639" loading="lazy"></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Retail investors continued to show a preference for fixed income investments in August, according to the latest data from the fund managers' trade body the Investment Association (IA).</span></p> 6 Planners win PFS Local Volunteer Awards 2026-10-01T08:25:59+01:00 2026-10-01T08:25:59+01:00 https://fpt.testjoomla.co.uk/news/6-planners-scoop-pfs-local-volunteer-awards Kat Mitchell <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">The Personal Finance Society (PFS) has recognised six Financial Planners at its inaugural Local Volunteer Awards.</span></p> <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">The Personal Finance Society (PFS) has recognised six Financial Planners at its inaugural Local Volunteer Awards.</span></p> Former NCA officer ordered to pay £1.8m for crypto theft 2026-10-01T08:04:52+01:00 2026-10-01T08:04:52+01:00 https://fpt.testjoomla.co.uk/news/former-officer-ordered-to-pay-%C2%A31-8m-for-crypto-theft Kat Mitchell <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">A former National Crime Agency officer has been ordered to repay over £1.8m after stealing Bitcoin that had been seized as part of an investigation.</span></p> <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">A former National Crime Agency officer has been ordered to repay over £1.8m after stealing Bitcoin that had been seized as part of an investigation.</span></p> Baroness Altmann takes aim at PM's Triple Lock reforms 2026-10-01T07:20:28+01:00 2026-10-01T07:20:28+01:00 https://fpt.testjoomla.co.uk/news/baroness-altmann-takes-aim-at-triple-lock-reforms Kat Mitchell <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Former Pensions Minister Baroness Altmann has criticised Prime Minister Andy Burnham for pushing ahead with changes to the State Pension Triple Lock before the Pension Commission report into pensions adequacy is completed.</span></p> <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Former Pensions Minister Baroness Altmann has criticised Prime Minister Andy Burnham for pushing ahead with changes to the State Pension Triple Lock before the Pension Commission report into pensions adequacy is completed.</span></p> FCA adds 3 new members to board including deputy CEO Pritchard 2026-10-01T07:28:24+01:00 2026-10-01T07:28:24+01:00 https://fpt.testjoomla.co.uk/news/fca-adds-3-new-members-to-board-including-deputy-ceo-pritchard Kevin <p><img src="https://fpt.testjoomla.co.uk/images/EdJune2025/sarah-pritchard-hi-res_Medium.jpeg" alt="" width="640" height="384" loading="lazy"></p><p>The FCA has appointed three new members to its board including deputy CEO Sarah Pritchard.</p> <p><img src="https://fpt.testjoomla.co.uk/images/EdJune2025/sarah-pritchard-hi-res_Medium.jpeg" alt="" width="640" height="384" loading="lazy"></p><p>The FCA has appointed three new members to its board including deputy CEO Sarah Pritchard.</p> HNW investor confidence dips as government policy fears bite 2026-09-30T10:22:20+01:00 2026-09-30T10:22:20+01:00 https://fpt.testjoomla.co.uk/news/hnw-confidence-dips-as-government-policy-fears-bite Kat Mitchell <p><img src="https://fpt.testjoomla.co.uk/images/EdJan2026/web.Parliament.CS.Shutterstock.jpg" alt="" width="500" height="317" loading="lazy"></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Confidence among high net worth individuals is continuing to weaken due to speculation about potential tax raising policies, according to the latest Saltus Wealth Index report from wealth manager Saltus.</span></p> <p><img src="https://fpt.testjoomla.co.uk/images/EdJan2026/web.Parliament.CS.Shutterstock.jpg" alt="" width="500" height="317" loading="lazy"></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Confidence among high net worth individuals is continuing to weaken due to speculation about potential tax raising policies, according to the latest Saltus Wealth Index report from wealth manager Saltus.</span></p> Half of STEP practitioners encounter abuse of vulnerable clients 2026-09-30T09:35:53+01:00 2026-09-30T09:35:53+01:00 https://fpt.testjoomla.co.uk/news/half-of-step-practitioners-encounter-abuse-of-vulnerable-clients Kat Mitchell <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Over half (53%) of financial advisers and other trust and estate practitioners have encountered actual or suspected financial abuse of a vulnerable person, according to a new report.</span></p> <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Over half (53%) of financial advisers and other trust and estate practitioners have encountered actual or suspected financial abuse of a vulnerable person, according to a new report.</span></p> Planners welcome ‘political kryptonite ’ Triple Lock reform 2026-09-30T08:59:20+01:00 2026-09-30T08:59:20+01:00 https://fpt.testjoomla.co.uk/news/planners-welcome-%E2%80%98political-kryptonite-%E2%80%99-triple-lock-reform Kat Mitchell <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Financial Planners have welcomed Prime Minister Andy Burnham’s announcement yesterday that he plans to axe the Pensions Triple Lock from 2030.</span></p> <p><img src="https://fpt.testjoomla.co.uk/" alt=""></p><p class="MsoNormal"><span lang="EN-GB" style="mso-ansi-language: EN-GB;">Financial Planners have welcomed Prime Minister Andy Burnham’s announcement yesterday that he plans to axe the Pensions Triple Lock from 2030.</span></p>