PA talks to retirement experts about what 2025 has in store
Protection needs during different life stages
Only about a quarter of advisers have mentioned the regulation to clients
Investment performance has an impact but not most critical factor in advice
Adviser-client misalignment found when it comes to investment performance
Renaming remaining portfolios to reflect level of investment risk
How outsourcing and the latest AI tools allow advisers to focus on what matters: the client
As advisers shift to a solutions-based approach, how can they ensure they continue to place customer needs first?
Royal London’s Trevor Greetham, explains how advisers can navigate ‘spikeflation’