Wealth planning 2025: Clarity needed, AI rising, and a rethink on pensions

2 January 2025

Mark Campbell, Head of Wealth Planning at pensions and investment consultancy Isio, considers the changes wealth firms will need to implement in terms of pensions and business as 2025 unfolds. 2025 is set to be a year of reflection and recalibration for the wealth planning industry. The Government’s recent Budget introduced significant changes, from...