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Consumer Duty

Advisers have changed servicing approach since Consumer Duty

Consumer Duty

Advisers have changed servicing approach since Consumer Duty

Including changes in approach when dealing with vulnerable clients

clock 15 July 2024 • 2 min read
Clients and customers largely unaffected by Consumer Duty

Consumer Duty

Clients and customers largely unaffected by Consumer Duty

'Firms often don't know where to start, but it is always with the data'

clock 10 July 2024 • 1 min read
Consumer Duty: The lessons we can learn from its first year

Consumer Duty

Consumer Duty: The lessons we can learn from its first year

Consumer Duty board report comes with specific challenges

clock 03 July 2024 • 3 min read
Investment volatility poses real Consumer Duty threat for advisers

Consumer Duty

Investment volatility poses real Consumer Duty threat for advisers

Three-part outsourcing series continues

clock 26 June 2024 • 4 min read
Why advisory firms should continually assess their charges

Consumer Duty

Why advisory firms should continually assess their charges

The debate on charges is far from over and probably never will be

clock 26 June 2024 • 4 min read
Assessment of value: Unintended Consumer Duty consequences

Consumer Duty

Assessment of value: Unintended Consumer Duty consequences

All parties now have an obligation to consider the value of their proposition

clock 14 June 2024 • 3 min read
Consumer Duty: How firms should prepare for the 31 July deadline

Consumer Duty

Consumer Duty: How firms should prepare for the 31 July deadline

'A discussion on what gaps exist would seem sensible'

clock 10 June 2024 • 4 min read
FCA should name firms that miss Consumer Duty report deadline

Consumer Duty

FCA should name firms that miss Consumer Duty report deadline

First Consumer Duty board report deadline is 31 July

clock 10 June 2024 • 2 min read
Consumer Duty leading to advice firms reviewing client banks

Consumer Duty

Consumer Duty leading to advice firms reviewing client banks

Advice firms are ‘offboarding’ clients that they cannot service profitably

clock 06 June 2024 • 1 min read
Advisers warned not to view Consumer Duty as an 'external imposition'

Consumer Duty

Advisers warned not to view Consumer Duty as an 'external imposition'

‘Understanding clients should be natural to any client-focused adviser’

clock 05 June 2024 • 2 min read
234
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03 February 2025 • 2 min read
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Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
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Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Saba CEO lambasts investment trust 'UK boys club' ahead of crunch votes

03 February 2025 • 4 min read
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