Partner Insight

A new provider consortium, working with Origo’s Unipass Letter of Authority service, sets out how a common digital LoA approach could reshape advice and servicing

Catch up on the discussion

Retirement isn’t as straightforward as it used to be. While for previous generations, it marked a fixed point in life, it has since evolved into a much more dynamic and uniquely personal journey.

Fairstone has grown fast, recently announcing the 100th partner firm to join the business as it reaches £20bn of client assets under management. Its innovative Downstream Buy-Out (DBO) model has played a major part in that success. We spoke to CEO Lee...

Jon Fuller, Head of Specialist Protection at Royal London, considers the nuances in advising high net worth clients