Advisers, business owners and paraplanners share their thoughts
More than half want to secure their current and future investment gains
Only a third have taken advantage of the new £60,000 limit
‘We need to bring fast money concepts into the slow money side’
‘Advice firms need to decide where they want to put their tech focus’
‘They should embrace the spirit in which the regulation has been created’
New Talent Alliance will be chaired by M&G Wealth Advice MD Tom Hegarty
Pension Advice Specialists, trading as Ashworth Wealth, no longer exists
Decreasing exposure to equities also a popular strategy
Regulator sets guidance for financial services promotion