Has been described as overly complicated and prescriptive

'Don't be shy about telling clients how they're benefitting from your use of AI'

Daniel Bosiacki looks at recent rule changes that affect overseas pension transfer advice...

A DFES reduces debt burden to improve a firm's balance sheet and cash flow

'Four unlikely but nonetheless plausible scenarios'

Further twists and turns no doubt await in 2025

'The trouble with resolutions is you’re supposed to keep them'

'There is a lot to watch in the year ahead'

Gaps, Price and Value, CIP/CRP

'Unlocks the potential for iterative improvement'