Interview

‘It has become important to ensure that later life clients have a plan’

‘There are plenty of players, but there is enough room for everyone’

‘Advisers are not willing to solve this problem and need to speak up’

‘It's really time consuming to do it on an individual firm basis’

‘It should not be based on speculation, always plan on current legislation’

'Advice and basketball both require teamwork and accountability'

‘We see ourselves integrating well into the financial services tech stack’

‘We are in a period of deconsolidation and it will all unwind’

‘Simplified advice or targeted support could play a role’

‘We are about doing good but also generating returns’