SIPP available through advisers and direct to clients

Importance of onboarding process should not be underestimated

Improve processes to make firms ‘sustainable, scalable and sellable’

Mitigating behavioural biases builds trust with clients

Firms of all sizes must complete Consumer Duty report by 31 July

Consumer Duty was not a 'once and done' scenario

Non-exec director retains 23.8% of shares in the company

‘Consumers need protecting from their own inertia'

Research includes the past performance of over 900 DFM MPS

Strategic partnership to improve access to financial advice