FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Applies to all pension policies
Problem 'needs addressing'
First working Monday of new year
Suitability, MiFID II and pension transfers
Prioritise order clients access savings
What made financial headlines over the weekend?
To replace current ad hoc reporting
Lack of long-term planning evident
More than £7.5bn withdrawn since April 2015
Dynamic Planner fully integrated into back-office