Platforms have adopted a lot of new and unnecessary regulatory processes and need to step back and take a "sense check", according to one wealth planner and chief executive.
Retail Distribution Review (RDR) requirements have made paperwork correspondence "too long, confusing and not very intuitive", said one IFA.
Advisers must not lose sight of their clients' needs in the run-up to the Retail Distribution Review (RDR), AXA Wealth has said.
Older people are struggling to access financial services because products and industry do not connect with them, suggests research.
Fiona Murphy asks IFAs how government austerity measures have affected clients' retirement planning.
Addidi Wealth's Anna Sofat has described the findings of HSBC's latest retirement report as having "little relevance for British women."
Fiona Murphy looks at the financial strains affecting how women are preparing for retirement.