It’s been a jam-packed week for the team at Professional Adviser, topped off by hosting our PA360 North conference, in association with Orbis, in Warrington.
From cybersecurity to inheritance tax changes to investor psychology, to name just a few discussion points, there were plenty of insightful sessions on the go with important takeaways for advisers. I'm going to zoom in on just one for this week, because the topic discussed is important for the nation as a whole and poses a puzzle that financial services professionals have the expertise to help solve. That topic is UK financial literacy, which as we heard from Funkled founder Dan Russell is woefully inadequate. Russell was joined on our opening panel by London Foundation for Banking...
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