Dynamic Planner
Dynamic Planner rolls out decumulation service
Church House and Columbia Threadneedle among latest to sign up
UK regulator says tech tools aren’t a ‘silver bullet’
‘Miscalibration’ and a lack of due diligence ‘can lead to very poor outcomes’
At least 21 pension transfer firms operated without PI cover
FCA director of life insurance and financial advice warns the regulator is taking ‘very strict lines’
Dynamic Planner expands decumulation comparison risk labels
UBS and JP Morgan among first to have retirement portfolios scrutinised
What will the future hold for the advice sector in 2020?
Dynamic Planner CEO shares what he believes will be the most transformative issues facing the industry
To read more click on the slides below