Deal is subject to FCA approval
‘It has enabled us to really think about what’s needed’
'Technology is the only scalable answer'
Latest judgment handed down on 24 April
As advisers ‘rethink income, tax and retirement needs’
CGT optimisation, cash management, reporting noise cited as issues
‘That could add cost without improving outcomes’
'The flurry of moves in recent weeks is at least a year in the making'