Category Archives: robo-advice

Thanks – it’s a delight to do business with you!

Posted on October 28, 2016 by henry tapper

    It’s a real delight speaking to micro businesses about pensions. You might think a simple question like “which one do you think is best?” would become boring, now we’re closing in on 5000 employers who’ve asked us it. … Continue reading →

Posted in auto-enrolment, pension playpen, pensions, robo-advice, Sage | Tagged , , , , , , , , , | Leave a comment

Research and Development in Financial Advice

Posted on April 29, 2016 by henry tapper

The Financial Conduct Authority has published the results of its survey of firms providing financial advice. The results make for depressing reading. Of the sample, 72% of firms said that customers’ preference for personal interaction with an adviser was a … Continue reading →

Posted in pensions, robo-advice | Tagged , , , , , , , , , , , | 5 Comments