FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Most uplifts are expected to be in the 40% to 80% range
‘Stuck in inertia’
Market currently worth about £209bn
Put detail in suitability reports
£100m of AUA
First monthly reading
Cancelled DB transfer permissions in December
Seminars used to find information
Previously predicted Brazil
To be replaced by Mike Cullinane