Boring Money

Treatment of vulnerable clients continues to be on regulator’s radar

'The Autumn Budget has caused confusion'

Bringing pensions into the IHT scope the main catalyst

Only 13% of individuals received financial advice regarding pensions in last 12 months

Vulnerability support said to be a key advice hurdle

‘Targeted support could move the dial and present business opportunities’

Strategic partnership to improve access to financial advice

'Articulating, and evidencing value is not easy'

Health, life events and financial resilience play a factor

Industry experts share views at Boring Money's Retail Investor Event 2022