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Encouraging Risk-Taking: The Challenge of Long-Term Financial Planning

ByAlistair Byrne 29 April 202529 April 2025

The Financial Conduct Authority (FCA) has set out a five-year strategy to encourage greater risk-taking and investment in productive assets by UK savers—in line with the Government’s plan to promote…

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Assessing customer risk profiles at retirement requires a dedicated tool

ByAlistair Byrne 14 May 202414 May 2024

Assessing customer risk profiles at retirement requires a dedicated tool A customer’s risk profile changes over their lifetime and for good reason. The risks that are reasonable for a young…

Read More Assessing customer risk profiles at retirement requires a dedicated toolContinue

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