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The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners and other finance professionals, has appointed Tracy Vegro, a director at the Solicitors’ Regulation Authority, as its news chief executive.

Research of the adviser market has shown a sharp rise in the number using income drawdown modelling tools, with over half (51%) using the tools compared to 38% last year.

As you may know, I am a staunch believer that there should be some form of regulation introduced in respect of SSAS – my preference would be for all SSASs to require a professional trustee to ensure that the governance, understanding and administration of each SSAS is undertaken correctly ensuring legal compliance and offering the best platform for savers to succeed in their financial goals. 

Former Mattioli director Mark Smith has been appointed CEO at pensions and SIPP fintech Gaudi.

Barnett Waddingham, the pensions and professional services consultancy, has appointed seven new equity partners to bring its total number of partners to 93.

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