Growing number of master trusts and DB schemes offering restricted advice
‘Inheritance disputes often lead to lengthy and costly litigation’
'Generative AI introduces considerations that sit outside traditional criteria'
To demonstrate commitment to understanding client needs
Booms and crashes are part and parcel of the market cycle
The UK pensions landscape has become progressively more complicated in recent decades
Firms that the FSCS has confirmed as failed since the start of 2023
'Beware the attraction of the simple solution'
Keeping it ‘in the family’ can result in commercial disputes
'It's essential for clients to remain patient, empathetic, and understanding'