Tax & Regulation
Tax & Regulation | 17 Dec 24
AI and machine learning to help pension plan governance, says CFA report
The research looked at markets including Australia, Japan, UK and US
Regulation | 17 Dec 24
Two advisers appeal ban over ‘flawed’ pension transfer advice
The FCA said the pair operated a flawed advice model that put clients’ guaranteed pension benefits at significant risk
Tax & Regulation | 16 Dec 24
What should advice firms expect from regulators on complaints in 2025?
19% of consumers said that they had moved wealth providers because of complaints of firms
Tax & Regulation | 16 Dec 24
Two out of five over 55s ‘rarely, if ever’ review retirement financial plans
But 14% review their financial plans more than once every six months
