FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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'Technical consultation'
16,022 customers in Q2
20% will risk avoidable tax bills
"Another pension cop out"
Majority of funds use swing pricing
Advisers can start the conversation
‘Volatility becomes your enemy’
'Not appropriate to comment'
TPR: "It is an attempt to steal your savings - just hang up."
Project should be led by private sector