financial planning

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

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

195 gained Chartered designations across insurance

Scottish Friendly research

Money and health