PA Asks reveals if advisers have plans for how to handle serious situations

‘I don’t go into burning buildings to save financial plans, but the same ethos rings true’

Investigating advice given prior to July 2019 from director Kathryn Brown

Majority (98%) already use third-party discretionary investment services

Lifeboat fund says it is committed to pursuing best outcomes for customers

SJP now piloting two VR empathy and vulnerability face-to-face sessions

Quilter edges ahead of Canada Life into second place, Defaqto finds

Comes after the SIPP operator was declared in default by FSCS

Includes changes to the platform's annual custody charges

‘IFAs should build a technology network within their professional one’