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Consumer Duty

Firms call for more FCA guidance on Consumer Duty board reporting

Consumer Duty

Firms call for more FCA guidance on Consumer Duty board reporting

Adviser firms want further assistance to understand vulnerable client characteristics

clock 25 September 2024 • 2 min read
Consumer Duty 'makes it harder for advisers to serve the mass affluent'

Consumer Duty

Consumer Duty 'makes it harder for advisers to serve the mass affluent'

It's an ‘unintended consequence’

clock 23 September 2024 • 3 min read
Advisers unfazed by Consumer Duty but the 'real test' looms

Your profession

Advisers unfazed by Consumer Duty but the 'real test' looms

Firms should expect greater FCA scrutiny

clock 13 September 2024 • 1 min read
We've been 'scared' of the word advice for too long - Octopus Money CEO

Consumer Duty

We've been 'scared' of the word advice for too long - Octopus Money CEO

Ruth Handcock on Consumer Duty and advice/guidance review impact

clock 15 August 2024 • 2 min read
The crucial role of vulnerable client strategy in Consumer Duty

Consumer Duty

The crucial role of vulnerable client strategy in Consumer Duty

'Different vulnerabilities tend to be interconnected'

clock 13 August 2024 • 5 min read
'A transformative moment': Consumer Duty one year on

Consumer Duty

'A transformative moment': Consumer Duty one year on

Advisers reflect on the regulation as it reaches its first anniversary

clock 31 July 2024 • 7 min read
'Long delays by providers are causing customer detriment'

Consumer Duty

'Long delays by providers are causing customer detriment'

‘Some are causing issues for advisers trying to do the best for their clients’

clock 30 July 2024 • 2 min read
Will sticking with the same CIP approach work under Consumer Duty?

Consumer Duty

Will sticking with the same CIP approach work under Consumer Duty?

'Consumer Duty has made the regulatory landscape even tougher'

clock 26 July 2024 • 3 min read
Financial planning firm joins VouchedFor's Consumer Duty system

Consumer Duty

Financial planning firm joins VouchedFor's Consumer Duty system

Radiant Financial Planning will use Elevation to monitor client feedback

clock 25 July 2024 • 1 min read
Software business data reveals scale of Consumer Duty efforts

Consumer Duty

Software business data reveals scale of Consumer Duty efforts

Dynamic Planner finds reports up 100%

clock 22 July 2024 • 1 min read
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Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
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Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
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Saba CEO lambasts investment trust 'UK boys club' ahead of crunch votes

03 February 2025 • 4 min read
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