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For risk profile 7+ portfolios

Robert Peston discusses at PA360

House of Lords agrees heavily amended mandation powers accepting final draft of bill

Completion expected later this year

LCM Family previously agreed to a voluntary requirement

Lousada Investments has acquired a 16% stake

Retention rate of 95.3%

PA360 panellists highlight AI is not taking over admin or paraplanner jobs

Consumer Duty aligned adviser benchmark based on a data set and behavioural model

Across several categories