Many clients read no financial services communications at all
‘Unrealistic for advisers to remember all the information required’
Platform team being led by one of the founders of tech firm Seccl
‘Vital advisers agree with clients which harms are most important to avoid’
Last chance to join PA's learning event in association with Bankhall
Fulfilling the Duty will initially demand extra commitment
The regulator’s implementation date of 31 July is fast approaching
Distinguishing between vulnerabilities and vulnerable circumstances
Benchmarked against four Consumer Duty outcomes
Manufacturer or distributor? Advice firms must assess thier status