"The traditional platforms are fatally wounded unless they significantly change.” A stark warning from Ian McKenna director of the Financial Technology Research Centre at the Money Marketing Retirement Summit, which took place at the Runnymede on Thames Hotel on 9 and 10 June. But he was not alone in his strong
The upcoming Consumer Duty is likely to make ongoing advice fees hard to justify in the short to medium-term future. This is the view of PIMFA head of public affairs Simon Harrington, who was speaking today (10 June) at Money Marketing’s Retirement Summit.
When it comes to retirement income options nothing is simple, writes Fiona Tait. Here she talks about the need for advice when clients are about to make their decumulation decisions.
Client risk assessment is a complex area which despite being regulated is still open to interpretation but advisers have to “suck it up” and stay on the right side of the Financial Conduct Authority (FCA), delegates heard.