Fintech firm Wealth Wizards has said it is developing software to enable financial advisers to implement a digital 'abridged advice' service.
Last month the Financial Conduct Authority (FCA) proposed introducing low-cost ‘abridged advice' on potential pension transfers for customers where a pension transfer is likely to be unsuitable. Under...
'UK investment case remains strong'
'No viable alternative'
Assist customers to get better deal
3 March 2020
CIO Stephen Jones will take up UK duties on an interim basis