News

AI is increasingly shaping the future of financial services

Stephen Welch assumes executive group chair and interim CEO responsibilities

More than half of clients said they hold the adviser relationship in their name only

Widespread uncertainty about how much can be sustainably spent in retirement

Research finds annuitisation rates of 55% to 60% are possible without compulsion

Triggered almost £119m in withdrawal charges

Lydia Taft and Michael O’Neill launch Next Step Financial Planning

Professional sport comes with 'a very different financial journey'

Government aims to have small pot consolidation operational from 2030

Proposed regulations yet to clarify what is an ‘acceptable’ cash holding