Consumer Duty
Adviser network partners with regtech provider to better assess vulnerable clients
Enabling advisers to successfully identify vulnerable client characteristics
One-in-10 advisers planning to quit due to Consumer Duty
More than a third say regulations are harming their mental health
Quilter rolls out client communications guide for advisers
Consumer Duty is clear about how providers should be supporting customers in their decision-making process
Best Practice | 31 Jul 23
Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’
PFS publishes Consumer Duty toolkit
In a bid to help firms develop beyond minimum requirements