Robust retirement PROD-ing

Client segmentation is incompatible with treating each client as an individual with particular goals, needs and circumstances – we hear this regularly from advisers. The regulator’s desire for advisers to categorise clients sounds great on paper, but advisers are...

Next gen planning

At Platforum we examined intergenerational financial planning in one long-established wealth management firm – Charles Stanley – where they have numerous examples of looking after five or six generations and more. Platforum researched and wrote the Book of Stories for...