FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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'Need detail for robust solution'
'Increasing engagement will only favour those prepared to put in the effort'
'Alexa, what’s the value of my pension?'
'Nothing can prevent scammers developing workarounds'
60+ £300bn ISA savings
Has technology moved on?
75% stake
Some 2,000 consumers affected
200,000 LISAs opened so far
Three examples of compensation rule issues