Adviser platform Transact has rolled out a new Family View tool which allows clients and planners to view multiple portfolios through one account and supports inter-generational planning.

One in three (33%) advised families share the same financial adviser across multiple households of the same family, according to new research.

The clarity provided this week on personal social care contributions by the Government opens up major retirement advice opportunities, according to Aegon.

There has been a sharp rise in the amount of assets and platform accounts that are linked between family members over the last year on Quilter’s UK platform, Old Mutual Wealth.