The defined benefit pension transfer market has been rapidly evolving
'Far-reaching and particularly important for financial advisers'
'Regulators may be ill-equipped to deal with the AI challenge'
Offering diverse communication channels is important
Exploring capacity tests and LPAs in relation to dementia
'Large firms just can't stay one size...'
Taking a combined strategy provides a tax-efficient solution
The challenge comes via the subjective nature of the term 'value'
What behaviours are we trying to encourage with any tax changes?
'A theory that adds a dash of intrigue to the mix'