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Do clients need a firm retirement date?

Financial advice around retirement is geared towards what clients want to achieve and how they can achieve it. ....

Steven Cameron , Alice Shaw , Nicola Butterworth , Andrew Sutherland , Andy Pennie , Aegon United Kingdom , Intelligent Pensions , Acumen Financial Planning ,

Do we need distinctions between digital, hybrid and full advice?

In the financial advice market, clients are offered digital, hybrid and full advice solutions. But do these labels provide clarity for clients or do they just create confusion? ....

Andy Pennie , Caroline Abbondanza , Ian Mckenna , Bruce Ely Johnston , Dan Giddings , Financial Conduct Authority Consumer Duty , Brooks Macdonald , Financial Conduct Authority , Consumer Duty , Intelligent Pensions ,