Headed towards a ‘record-breaking year’
Greater financial literacy could boost economy by £7bn a year
AJ Bell started petition; Govt forced to respond after 10,000 signatures
Total number of financial services complaints hits 1.85 million
To launch blended annuity drawdown product next year
AUM and customer numbers both up 19% in the year
IHT revenue on track for ‘another record-breaking year’
Consumer Duty and FCA reporting cited as biggest regulatory demands
‘Fundamental shift in the UK’s estate planning landscape’