‘The data in the LoA process needs to work for advisers’

Three in five say they will use the same firm and have another adviser

‘There are plenty of players, but there is enough room for everyone’

New Digital Information and Smart Data Bill introduced in King’s Speech

Advisers want information on what the new govt means for markets

Platform has increased subscription fees by 7.5%

Assets under influence grew 23% year-on-year to £2.23bn

Advisers have cautioned that a flurry of parents may return to state system

‘I was using MPS before Consumer Duty was introduced’

Adding £200m in assets and 500 families to its client bank