‘Speaking to someone far removed from your own experience can be intimidating’

Pens open letter to Treasury Committee

Including requirement for firms to report complaints involving vulnerable clients

Advisers becoming ‘more proactive’ in IHT discussions

Royal London modelling shows

Advisers reveal how much damage the speculation caused

Less than 5% of advisers have a full AI policy

To become deputy president of the CII in 2026 and president in 2027

Lifestyle Financial Advice joins with £75m in assets

Claims Reeves ‘misled’ the cabinet about the ‘reality’ of OBR forecasts