Rowan Whittington

Digitalisation of the financial planning process could be the gamechanger that women need

Last year, FTRC undertook research with Opinium on behalf of Dynamic Planner with 4,000 members of the public.* We commissioned the survey to explore the opportunity for technology to narrow the advice gap, after Dame Harriett Baldwin, MP, gave a keynote at the 2024 Dynamic Planner Conference where she said: “Only the rich, the 8%, […]