Embracing technology is essential for delivering high-quality, compliant and client-centric retirement planning services, writes David Scholes
For many, retirement planning represents the culmination of a lifetime's work reflected in savings and investments. The role of financial advisers therefore cannot be understated in guiding this rigorous, and often daunting, process. Standards for advisers are higher than ever, with clients seeking a service that goes beyond simple advice and guarantees good outcomes and service. Behind the drive for better retirement planning services is the Financial Conduct Authority's (FCA) Thematic Review of Retirement Income Advice. Published in March of this year, the review outlines an expecta...
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