Holly Mackay

'This does not compete with financial advice. It's an early stepping stone on the advice journey'

Simplified advice engagement to come end of this year

Perceived need for financial advice has fallen, Boring Money report finds

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