'Just because AI can - in theory - perform a particular role, we need to ask whether it's a good idea'
New chancellor will need to ‘stand fast on the plans ahead’
‘It has shifted the timing and focus of conversations’
Average financial promotion approval turnaround time of one hour
'The shift towards holistic advice is a natural evolution of the profession'
'Another factor bringing annuities back into focus is the evolving tax landscape'
Functionality, not workarounds
Difficult questions a 'core feature' of good advice