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Inaugural roundtable

Built with the evolving needs of pension clients in mind, the Governed Range offers solutions at every step of an investor’s journey, says Royal London's Ryan Medlock

The platform enables savers to hold their cash safely and flexibly in one place, while finding opportunity for growth with Flagstone’s market-leading rates, says Mark Hicks.

The size of the cash market in the UK is huge and is growing amid the uncertain market backdrop, yet advisers are missing an opportunity to offer cash as a haven with a respectable rate of return, says Flagstone's Simon Merchant

A recent Quilter Financial Planning survey shows that advice businesses could grow faster if administrative tasks could be reduced

Solving the problem of inertia in cash gives opportunities to both advisers and their clients, say Flagstone's Claire Jones and Grovewood Wealth Management's Lynne Gadsden.

Advisers value their independence, but is there a balance to be found in working for larger a provider?