‘What we saw at the Budget was the opposite of simplification’
Government releases impact assessment
PA360: Actionable insights – Smarter Outcomes open for adviser registrations
Pens open letter to Treasury Committee
Including requirement for firms to report complaints involving vulnerable clients
AJ Bell reported an 18% increase in revenue and profit before tax was up 22%
Advisers becoming ‘more proactive’ in IHT discussions
Governance conversations ‘foundational’ to delivery of ‘strong’ investment outcomes
To deploy ‘safe and responsible’ AI