Survey says ‘robo advice is gaining momentum and doing so at speed’
Absolutely critical that asset earmarking is documented
A ‘fast and flexible’ way of supporting decumulation clients
Analysis of FCA product data showed drop in last five years
Savers' objectives change as they approach retirement
Value fell by 7% in May to lowest month-end figure since 2016
Payback period on a benchmark £100,000 annuity today is 14.5 years
Elston Consulting offering also targets discretionary fund managers
More support for responsible pension saving
Against the current economic backdrop of high inflation and rising rates, cash has re-emerged as a strategic asset, yet financial advisers could be missing the opportunity to earn more for their clients.