Jason Green: The tech shift in pensions advice

Advice as we know it is changing. The introduction of automated advice solutions and subsequent rise of technology have changed the way in which consumers are saving and engaging with financial institutions. There have been many drivers for change in recent years. Pension freedom has driven unparalleled demand for advice and opened access to a vast number of maturing pensions savings. GDPR and open banking are meanwhile driving institutions to deliver better customer data in more consumer-focused ways. The demand for financial advice sustainably exceeds supply. Many more customers wan...