SJP

Cost and efficiency programme continues

Rainbow joined Schroders in 2007

Advisers and clients have been transferred to Fortura Financial Partners

New charging model expected from early H2 2025

‘Confident’ on ongoing advice services redress provision

Historic ongoing service evidence review continues

Follows Schroders picking up SRE fund from Impax

A total of £1,358 paid back following FOS decision

Aims to provide ‘comprehensive’ risk profiling services

‘They don't prepare them for what's going to come out the other side’