Zayd Ahmad considers whether advisers need to go further than one service level for clients
The subject of ongoing advice reviews has hit the headlines with the publication of Consultation Paper CP26/10, wherein the FCA is proposing to increase flexibility around the frequency at which (currently annual) suitability assessments need to be offered. Whilst it's currently business as usual with no immediate changes, it seems likely we'll receive a more definitive update from the FCA on this later in the year. Whilst client reviews are currently on the regulator's mind, they have consistently been a focus for advisers, in fact, one of the questions I get asked most frequently by ...
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