Targeted support must not step on financial advice’s toes, trade body warns
More joint life and inflation-linked policies purchased
PA talks to retirement experts about what 2025 has in store
Protection needs during different life stages
Only about a quarter of advisers have mentioned the regulation to clients
Investment performance has an impact but not most critical factor in advice
Adviser-client misalignment found when it comes to investment performance
Renaming remaining portfolios to reflect level of investment risk
How outsourcing and the latest AI tools allow advisers to focus on what matters: the client