April 23, 2015

The financial advice sector has seen a great deal of change over the past few years and with a general election on the horizon, there's an element of uncertainty in the air. Yet while change is needed for the financial advice sector to evolve, there is a risk that if change is conducted too quickly or is disjointed then we end up focusing o...

March 24, 2015


While new pension freedoms have seen a surge in activity for many IFAs as clients assess their financial options in retirement, an additional impact has been the increase in automated advice services. So how concerned should IFAs be about this development?


Certainly going forward the opportunity lies in offering a variety of advice models...

December 11, 2014

With the new changes in pension rules leading to the increased flexibility in how pension pots can be taken at retirement, the government announced it will be offering Pension Guidance for anyone, free of charge.  When this was first announced, understandably it produced an awful lot of chatter around exactly who would be delivering this gu...

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