FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Had strategy to move into SIPP market
He left with immediate effect
Designed to complement advice process
Work is 'perfect place' for early pension engagement
Backed by 11 providers
For many, a combination of annuity and drawdown could be the answer
Personal transfers 'a great solution'
Not going to be a mass-market solution
A summer recap
Platform has £40bn AUM