'Opportunity for advisers to focus on a new approach to later life financial and tax planning'
'Don't lecture or school younger clients. Advisers should be able to listen and guide'
In the light of the government’s latest Budget
'Annuity sales could, and perhaps should, be higher'
Improving digitalisation, integrating AI and compliance
Important for advisers to reassure clients about their protections
'For vulnerable clients, the concept of value for money takes on heightened importance'
Helping women build confidence and craft long-term strategies
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