Holly Mackay

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

Vulnerability support said to be a key advice hurdle

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

New business will no longer include an early withdrawal charge structure

Holly Mackay addresses the ‘sharp decline’ in sustainable investing

Lack of education on financial advisory is main perpetuator for the advice gap

'Articulating, and evidencing value is not easy'

Health, life events and financial resilience play a factor