PIMFA

Personalised advice may encourage greater saving and investing

Your profession

Personalised advice may encourage greater saving and investing

Non-investors would be encouraged to invest if they had personalised advice

clock 15 November 2023 • 3 min read
Advice/guidance review may trigger regulatory framework overhaul

Your profession

Advice/guidance review may trigger regulatory framework overhaul

The advice/guidance boundary review is centred on four key consumer harms

clock 22 September 2023 • 1 min read
Firms told they are 'too focused' on numbers rather than services

Your profession

Firms told they are 'too focused' on numbers rather than services

Industry experts gathered to discuss challenges posed by Consumer Duty

clock 22 September 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
Editor's View: Are MPS solutions under threat from new regulation?

Adviser tips

Editor's View: Are MPS solutions under threat from new regulation?

The editor's Friday Night Takeaway from 26 May

clock 26 May 2023 • 2 min read
Advisers want more support in accessing ESG investment data

Your profession

Advisers want more support in accessing ESG investment data

Client demand for sustainable finance has risen as advisers demand support

clock 25 May 2023 • 1 min read
FCA could make firms' ability to offer MPS 'economically unviable'

Your profession

FCA could make firms' ability to offer MPS 'economically unviable'

PIMFA raises concerns over the FCA’s proposals for sector harmonisation

clock 24 May 2023 • 1 min read
FCA urges advice firms to take collaborative action in tackling fraud

Your profession

FCA urges advice firms to take collaborative action in tackling fraud

Regulator emphasises urgency for firms to safeguard clients and combat fraud

clock 22 May 2023 • 1 min read
Call to take advised business out of the post-PRIIPs product regime

Regulation

Call to take advised business out of the post-PRIIPs product regime

PIMFA's six-point plan to reform post-PRIIPs disclosure requirements

clock 07 March 2023 • 2 min read
PIMFA and Aegon warn FCA 'core' advice proposals need work

Regulation

PIMFA and Aegon warn FCA 'core' advice proposals need work

FCA consultation on the issue closed this week

clock 01 March 2023 • 3 min read
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