Has been director on PFS board since February 2005
Providing custody and platform services
To help advisers prepare for ‘significant changes’ in April 2027
HMRC data for the period from April to August this year
Swooped on three premises
The average retiree spends £27,159 a year, £5,000 more than last year
AI is increasingly shaping the future of financial services
More than half of clients said they hold the adviser relationship in their name only
Widespread uncertainty about how much can be sustainably spent in retirement