Consumer Duty

Consumer Duty has not helped less wealthy clients, industry agrees

Consumer Duty

Consumer Duty has not helped less wealthy clients, industry agrees

The industry says it has not helped moderately wealthy access advice

clock 10 November 2023 • 1 min read
Consumer Duty fair value prompts advisers to change fee structures

Consumer Duty

Consumer Duty fair value prompts advisers to change fee structures

More than a third (37%) of advice firms have changed fee structures

clock 09 November 2023 • 2 min read
Consumer Duty: How can we better assess client vulnerability?

Consumer Duty

Consumer Duty: How can we better assess client vulnerability?

Advisers need a more consistent means to assess vulnerability

clock 17 October 2023 • 3 min read
Active duty: Remember it's consumer not customer support

Consumer Duty

Active duty: Remember it's consumer not customer support

Taking an in depth look at the consumer support pillar in context

clock 09 October 2023 • 4 min read
PA360 North: Advisers need to adopt Consumer Duty logically  

Consumer Duty

PA360 North: Advisers need to adopt Consumer Duty logically  

‘A new direction of travel post-Consumer Duty means being practical’

clock 04 October 2023 • 2 min read
Value assessment analysis finds 'majority' of funds are fair value 

Investment

Value assessment analysis finds 'majority' of funds are fair value 

Peel Hunt carried out analysis work against Consumer Duty expectations

clock 03 October 2023 • 2 min read
Advisers have an 'awful lot left to do' on Consumer Duty 'journey'

Consumer Duty

Advisers have an 'awful lot left to do' on Consumer Duty 'journey'

Advisers are ‘not there yet’ with the FCA’s regulation

clock 21 September 2023 • 1 min read
Advice network joins Consumer Duty solution platform

Your profession

Advice network joins Consumer Duty solution platform

The tool will help the firm monitor and improve client experience

clock 13 September 2023 • 1 min read
Consumer Duty outcomes: Evidencing client understanding

Consumer Duty

Consumer Duty outcomes: Evidencing client understanding

Third part in Consumer Duty series highlighting key adviser issues

clock 12 September 2023 • 4 min read
What does Consumer Duty have to do with cohabiting couples?

Consumer Duty

What does Consumer Duty have to do with cohabiting couples?

Important to check pension scheme rules

clock 12 September 2023 • 3 min read