United Kingdom
Demand for later life financial planning surges
More than 60% of over-45s would meet with an adviser if given the opportunity
Are there enough decumulation products?
As the industry continues to shift from DB schemes to alternative retirement income strategies
Platform rolls out IHT index for advisers
To track liability trends for clients as their wealth increases
Best Practice | 10 Jan 23
Lloyds subsidiary unveils resource hub for paraplanners
To support a ‘vital and often overlooked part of our industry’
Best Practice | 10 Jan 23
SJP teams up with charity to bolster financial education across UK
It will sponsor 21 schools to help them become Centres of Excellence