Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards

After PensionBee calls for a legally enforceable transfer guarantee

Revenues climb 44% to £77.4m as group continues expansion drive

Trust Financial Planning ceased all regulated activities on 19 March

Driven by higher adviser client retention and expanding direct wealth channel

Led by former CMS Wealth CEO David Carter with first deal sealed

Head of financial planning Wesley Harrison in conversation with Professional Adviser

Potential wealth tax revenue ‘remains highly uncertain’, experts warn

Move to remove ETI charges aligns with Consumer Duty

Growth from workplace pensions, annuities, and asset management