FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Starts handover process on 1 January
Need for data standards
Has had 'positive' dialogue with FCA
Caroline Mansley named MD
After 28 years at firm
To be implemented ASAP
Annuities down to a fifth of their former transfers-in
Think from consumer perspective
‘Promising lead’ or ‘Back to the lab’?
Six firms chosen to work on pro bono basis