Related topic: Advice

Fewer than 5% of financial advisers have full AI policy, guidelines and sign-off.

The majority liable in 23/24 were likely to be basic rate taxpayers.

Jonathan Westhoff, chief executive of West Brom Building Society, explores potential changes to the cash ISA limit and how this itself is not likely to change people’s investment...

One in four UK adults have not received any financial advice about retirement planning.

55% of advisers say they are very or somewhat likely to change their AI tools in the next 12 months. 

68% of clients view advice as providing good or excellent value for money, a notable rise from 53% three years ago.

Confidence softens slightly, though brokers remain most upbeat about their own firms.

Young landlords are turning to TikTok for buy-to-let advice, specialists warn.

58% of consumers said they would prefer to receive mortgage advice from a human adviser.

The review highlights the importance of the effective management of group-wide risks and due diligence in the acquisition process.