Jenny Holt
Customer Savings & Investment Director
Our experts use their insight and experience to develop topical and engaging content about tax, estate planning, pensions and more.
Articles by Jenny Holt
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Consumer Duty: shaping customer outcomes is core to our purpose
A Consumer Duty blog by Jenny Holt, our Customer Savings & Investment Director.
Jenny HoltJuly 20, 2023
Read more5 mins read
Related Insights
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IHT on pensions… time to consolidate?
As pensions enter the IHT net, is it time to rethink how clients organise their plans?
Matt HarmanJune 19, 2026
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Rebalancing Retirement: Supporting Clients with confidence through change
As clients approach and move through retirement, attitudes to risk often change and the need for stability becomes more important. Thoughtful planning approaches can help advisers manage volatility and support client confidence through this critical phase.
Mark BaldwinJune 02, 2026
Read more5 mins read -
Practical client outcomes: planning for April 2027
Following last month’s analysis of the upcoming Pensions and IHT reforms, we now focus on the real advice implications — client exposure, tax trade-offs and the growing importance of pension nominations.
Neil EvansMay 21, 2026
Read more5 mins read