Advisers believe that pension transfers are still taking too long, new research has found. iPipeline's September 2024 survey found that pension transfers are still taking too long, according to the ...
Technology provider AdvisoryAI has launched a mobile app designed specifically for financial advisers to help them record face-to-face meetings more efficiently.
Platform service has worsened over the last year as the cost of living crisis leads to an increased number of clients transferring their assets, according to The Lang Cat CEO Mark Polson.