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'This will change our forecasts and could result in further surpluses'

‘AI opens up a number of new compliance challenges’

The firm added 27,000 new customers in the six months to 31 March 2024

Tech allows firms to demonstrate they are complying with Consumer Duty

First revealed in February this year as the platform looks to build scale

Generative AI to be ‘transformative' in adviser productivity

Clients ‘react very emotionally’ when categorised

Advisers need to work on deeper relationships with clients’ children

Targeted support seen as a crucial part of the advice journey

‘Clients coming in do not understand they have a relationship with money’