Helpful when positioned as 'the bit before financial advice'
With the Consumer Duty deadline dominating the media, advisers' thoughts and dreams, are you making the most of your existing technology providers to help you meet the regulations? Steph Wilcox shares her thoughts...
'Stochastic modelling is a particularly powerful tool'
Assessing the gender pensions gap on International Women's Day 2023
Steph Willcox looks at the world of stochastic modelling in her first article for Retirement Planner. In a complex world her main aim is to keep it simple, stochastically...
Dynamic Planner has boosted specialist expertise in its proposition team with the appointment of Steph Willcox as head of actuarial implementation.