AI, advice and accountability: How trustees can protect members in a digital age

Girish Menezes looks at the rise of AI in member decision making

clock • 4 min read
PMI president and Isio partner Girish Menezes
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PMI president and Isio partner Girish Menezes

Members are increasingly using artificial intelligence (AI) software for a variety of purposes, including financial advice.

A Financial Times article in February 2026 quoted a survey that 2.79 million UK adults are using AI tools for advice on money, savings or investments. An August 2025 study from the finance comparis...

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