John Cowan: Don't get cocky with Consumer Duty
There is a difference between thinking you comply and actually complying. For that reason, no firm can afford to take any chances when it comes to Consumer Duty.
Source: moneymarketing.co.uk
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Steve Webb: Pension dashboards will be worth the wait
Notwithstanding the repeated delays, I remain convinced it is the advisers who see the potential of pension dashboards who have got it right.
Source: moneymarketing.co.uk
Ed Dymott: Are you an adopter or adaptor in the tech revolution?
This is not just a future facing problem with AI. Many advice firms are not getting the most out of tech today, with frustrations about integrations, lack of development progress, support issues and ever-increasing costs.
Source: moneymarketing.co.uk
Victoria Ross: How to deal with decumulation anxiety
When emotional hurdles get in the way of clients reaching their ambitions, an adviser's role becomes more akin to a life coach. One such hurdle is decumulation anxiety - the stress experienced when your wealth reduces.
Source: moneymarketing.co.uk
Gillian Hepburn: The four areas advisers offer most value
With Consumer Duty around the corner, I was really interested to see whether the results from the recent Schroders Adviser Pulse Survey would reflect some of the points listed by ChatGPT on adviser value.
Source: moneymarketing.co.uk