Platform's soft skills training, switch service and Consumer Duty alignment cited as key drivers of adviser engagement

Judge orders mental health assessment ahead of sentencing next month

To address £40bn hole in public finances

The group will keep adviser-client interaction ‘core’ to its service proposition

‘We need AI and people working together’

Private equity group Carlyle secures ownership of Intelliflo

Advisers urged to guide clients as IHT benefits of giving remain underused

Advisers warned to prepare clients as new rules drag more families into IHT net

Inclusion of unused pensions in IHT will come into effect 6 April 2027

‘Young people have a misunderstanding of opportunities a career in advice can hold’