Consumer Duty

Companies | 19 Jan 23

FCA to carry out retirement income advice review

Regulator said findings will be an important indicator to how firms are implementing the Consumer Duty

Network of connected people

Best Practice | 18 Jan 23

Dynamic Planner teams up with Quilter Financial Planning

Which will support advisers in meeting Consumer Duty requirements

Best Practice | 23 Nov 22

PFS creates Consumer Duty guide for advisers

To help IFAs understand the FCA’s expectations for the incoming regulation

Companies | 23 Nov 22

Just 8% of insurers comply with incoming Consumer Duty

But regulation could be ‘golden ticket’ to start doing things differently

Best Practice | 17 Nov 22

Most advisers rely on portfolio performance to evidence value

This fails to measure the planning and emotional support that clients get from IFAs