Heather reported that client use of AI was among the topics discussed during her keynote experience at the CISI Financial Planning Conference. She highlighted the prospect of clients arriving at meetings with far more information, while warning that they may not recognise risks such as hallucinations, bias and sycophancy. Her response was to encourage planners to prepare for “gentle client education”, drawing parallels with GPs and customer support teams encountering AI-generated material....

Research by investment firm 7IM tested five AI systems across five UK financial planning scenarios, from comparing ISAs to complex estate planning. ChatGPT ranked highest overall, scoring 4.30 out of 5, followed by Claude and Microsoft Copilot. All systems showed strengths and weaknesses. ChatGPT received the highest factual-accuracy rating, while Claude performed particularly well on regulatory responsibility. However, the research identified limitations in handling personal circumstances,...

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