"Tom has looked after our financial planing for over 13 years. He is interested in our family as well as our business and future aspirations. We can definitely rest easy knowing our financial security is in the safest of hands." - David & Sue Coke, Wolverhampton.
The pension world is changing, with technology presenting opportunities for savers and challenges for the industry. We look at the major trends ahead.
With better engagement and education, the pensions dashboard could eventually provide a two-way exchange of information. Platforms could then gather information about how investors want their money to be used, which should mean investment products are provided which are a closer match to an individual’s ethical requirements.