Consumer Duty

'Firms often don't know where to start, but it is always with the data'

Consumer Duty board report comes with specific challenges

Three-part outsourcing series continues

The debate on charges is far from over and probably never will be

All parties now have an obligation to consider the value of their proposition

'A discussion on what gaps exist would seem sensible'

First Consumer Duty board report deadline is 31 July

Advice firms are ‘offboarding’ clients that they cannot service profitably

‘Understanding clients should be natural to any client-focused adviser’

One in twelve advisers fear that they will not meet 31 July deadline