Financial Planners and advisers who segment clients believe it can deliver better outcomes, improve value for money and offer lower-cost services to some client groups, according to a new study.

Financial advisers need to focus on improving their interpersonal skills to build deeper long-term relationships with clients, according to a new report.

The £126bn Prudential with profits fund is set to share £3.5bn with more than 2m of its policyholders, owner M&G Wealth has revealed.

M&G Wealth has added a new tool help advisers calculate whether their clients could benefits from a Transitional Tax-Free Amount Certificate ahead of the abolition of the Lifetime Allowance (LTA) in April.