As the clock ticks eerily toward the year's end—just two months away—2024 has proven to be a cauldron of change for UK financial advisers and wealth managers. With a new government taking charge, regulatory shifts lurking around every corner, and inflation showing signs of retreat, it has certainly been a year of both tricks and treats.
To mark the spookiest day of the year, PA summoned four industry experts to shed some light on key issues likely to haunt advisers in addition to Budget changes as 2025 creeps ever closer. St James's Place director of partner engagement and consultancy Alexandra Loydon What spooks clients, spooks wealth managers and financial advisers and their role is to ensure clients are not haunted by Halloween howlers. The UK advice gap is increasing; defined by people who should take advice on their finances, but don't. 13 million people are estimated to be playing trick or treat with their f...
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