04 June 2019
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"Sole traders may not need a centralised retirement proposition but should still make sure they are constantly reviewing their advice process and also that they are meeting PROD requirements" - Vince Smith-Hughes
More than half of advice firms (56%) do not have a centralised retirement proposition that is used by all the advisers in their businesses, according to research carried out by Prudential.
The research was conducted during Prudential's retirement advice process webinars last month in which 1,506 advisers were surveyed. Consultant and former FCA technical specialist Rory Percival, who...
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