Quilter

Targeted support proposition to be delivered through AI

Platform inflows reach £8bn as IFA flows rise 33%

An opportunity to ‘prove the value of financial advice’

Quilter’s Marcus Brookes discusses at PA360 North

To be introduced through ‘carefully controlled rollout’

After being missed off TPA’s initial list

Almost half of pots entering drawdown now do so without regulated advice

Deliberate strategic decision

According to Quilter’s Value of Advice Report

The average retiree spends £27,159 a year, £5,000 more than last year