‘Understanding clients should be natural to any client-focused adviser’
Reasons for missing board report include insufficient evidence
One in twelve advisers fear that they will not meet 31 July deadline
‘It’s not necessarily about promoting sustainability’
'The only constant is change and this is certainly true for regulation'
Tech allows firms to demonstrate they are complying with Consumer Duty
Comes as the 31 July deadline looms for advice firms of all sizes
Consumer Duty was not a 'once and done' scenario
Firms to produce first annual Consumer Duty board report
What’s expected of advisers and the timelines to work to