Category Archives: robo-advice

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


    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


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