100% of shares transferred to the EOT without imposing any third-party debt

Following the network’s hunt for minority investor support in 2023

PIMFA to develop guidance in response to regulator’s findings

‘This is something that the regulator should be looking at more’

Typical relationship with financial adviser lasts around seven years

Needs to include wider considerations of capital drawdown beyond pensions

As speculation around CGT regime changes ramp up ahead of the Budget

Responses include client referrals and offering a more comprehensive service

More than half agree regulation is aligned with rules imposed by other regulators

More than 70% of financial advice consumed by young adults is misleading