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Following sale of its bulk purchase annuity business

Consumer Duty ‘will do a lot of the work for us’

'Generative AI introduces considerations that sit outside traditional criteria'

To demonstrate commitment to understanding client needs

Adopts 'Focus' and 'Impact' labels

John Chadwick launches Blackwood Financial Planning

Following two years as finance director

Individual annuities saw 17% growth in 2025

Evelyn Partners deal announced last week

Avonbrook Financial Management is no longer trading