Better Education of Investors 'Would Boost Business for Advisers'
Its behavioural tools analyse investors’ financial personalities and preferences as well as changes in their financial circumstances which, supplemented with
Source: ifamagazine.com
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UK FCA overdrafts remedies: Positive findings tempered by cost of living and upcoming Consumer Duty | Hogan Lovells
The FCA’s evaluation of its 2019 personal current account (PCA) overdraft rule changes - introduced as part of its High-Cost Credit Review - paints a largely positive picture in terms...
Source: jdsupra.com
How Consumer Duty may impact retirement advice
Aegon survey reveals how Consumer Duty may impact retirement advice
Source: actuarialpost.co.uk
Advisers reveal how they expect Consumer Duty to impact retirement advice
While many will use this as an opportunity to re-examine the design and nature of the services they offer, some other advisers believe that the Consumer Duty
Source: ifamagazine.com
Evidencing Consumer Duty compliance: How advisers can get it right
Fiona Tait looks at the FCA's Consumer Duty CEO letter and outlines the next steps for advisers...
Source: professionaladviser.com