Amanda Newman Smith

Amanda Newman Smith


Can artificial intelligence solve the DB transfer problem?

Pension transfers are a minefield for advisers but the makers of a new tool believe their algorithms can provide the answer The recent launch of Wealth Wizards’ artificial intelligence capability, Turo, illustrates the possibilities technology can bring to advice. Turo enables robo-advice to be delivered in line with an advice firm’s way of doing things. […]

Profile: Scottish Widows boss on Lloyds’ commitment to the business

New distribution director Jackie Leiper on increasing confidence and investment from its banking group parent The failed Scottish Widows/Standard Life merger grabbed the headlines last month, as reports linked it to Lloyds’ decision to end a £109bn investment management arrangement with Standard Life Aberdeen. But news just a couple of days later that the banking group is […]

File image of house floating on lifesaver ring

Could mortgage advice reform boost protection? 

A wider discussion around the risks of mortgage debt should increase protection sales. There is no regulatory requirement for mortgage brokers and advisers to discuss protection or go through the wider risks clients face when taking on mortgage debt. However, when advising clients on investments, various steps must be taken to ensure they are taking […]


Solving the self-employed pensions crisis

With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]

Delivering advice and guidance in the workplace

Three advisers share their ideas and experiences of helping employees with their financial decisions The workplace is instrumental in engaging people to save for retirement. How are advisers helping employers provide advice or guidance to their employees? Telephone guidance Financial education provider and advice firm Wealth at Work recently launched a telephone guidance service to […]