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The wealth manager returns to UK’s large cap index

Only 25% of advisers now perceive AI as a threat

Quilter Financial Planning expands with a clutch of AR firm appointments

Survey results underline a gap in adviser confidence

Twice as likely than 35–54-year-olds to turn to social media channels

'Record' AUA of £86.5bn, up £15.6bn from 2023

Minimising conflicts among beneficiaries

Brings group total assets to more than £5bn

From how much clients should be saving towards retirement, to dipping into pension pot, tax implications and more, Lisa Conway-Hughes, chartered financial adviser at LCH Wealth answers our questions on retirement planning.

120 clients yet to engage in process to get assets returned