Asset migration is a resource-hungry task leaving advisers at risk of breaching regulatory RIY guidelines. And the industry is only halfway there, writes Jenna Towler
The ‘laborious process' of moving client assets to wrap platforms is leaving advisers in a state of frustration and, more significantly, some in danger of breaching regulatory guidelines, according to...
First mentioned in Cridland Report
Second acquisition of 2019
Guy Opperman has rejected calls to speed up changes to auto-enrolment (AE) despite increasing pressure to boost contribution rates and overall savings pots.
Four key areas to focus on
And 94% for critical illness