financial planning

Rethinking financial resilience when work changes rather than stops — by Lesley Barsanti, Scottish Widows

25% said they could not afford cover

“People have gotten to financial detriment at a later point”

Most pronounced among those aged 45-54

AI in advice

Previous vice-president for PFS

More than half of clients said they hold the adviser relationship in their name only

Bringing experience from Fairstone, Santander and Quilter

“Do not sell an asset simply because newspapers have rediscovered CGT”

Up by £100m on last year