Buried treasure: why are fund value reports so hard to find?
Companies are making it hard to find the value assessments that may make you think twice about investing
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Companies are making it hard to find the value assessments that may make you think twice about investing
The Financial Conduct Authority’s new ‘polluter pays’ regulations will heap further pressure for firms advising on defined benefit (DB) transfers, actuarial consultancy OAC has warned. The proposals will require personal investment firms to calculate their potential redress liabilities at an early stage and set aside
Over two thirds of advisers feel Consumer Duty has been a "worthwhile" exercise. This is according to Royal London inaugural ‘Meaning of Value’ report with research partner, the Lang Cat.
Good morning and welcome to your Morning Briefing for Thursday 30 November 2023. To get this in your inbox every morning click here. Not enough time to communicate pension allowance changes Only having four months to communicate changes to pension allowances is “simply not feasible” and will lead to poor customer
Nearly one third (28%) of advice firms do not measure customer satisfaction and fair value, Royal London and The Lang Cat have found.