Reform to pensions, the redress system and the advice-guidance boundary were all mentioned by chancellor Rachel Reeves in her maiden Mansion House speech ftadviser.com/uk-economy/202…
@ClaerB@ftweekend@adam_walkom@henryhtapper I am reminded of some work in the US a few years ago that showed "80% of lifestyling end dates are wrong" You wouldn't put a plane on autopilot for 30+ years...
Just completed IBM's primer course on AI - highly recommend. Good coverage of the major techniques as well as the ethical issues
coursera.org/account/accomp…
Massively proud to have won best Independent Financial Planning Tool at #schrodersukpa2023 for an unprecedented 4th year in a row - huge thanks to our amazing @DynamicPlanner clients and team delivering on a shared vision for engaging financial planning
Great to hear Economic Secretary to the Treasury Andrew Griffith @uktisa today talking about the importance of access to financial services for all citizens and improving outcomes
Looking forward to meeting lots of clients and partners at our conference - financial planning in the hybrid future. Great rehearsals last night with Adam Shaw at our amazing ‘studio’ - the Institute of Engineering and Technology. lnkd.in/e6dw-5rU#dynamicplanner2022