Consumer Duty

Gaps, Price and Value, CIP/CRP

'For vulnerable clients, the concept of value for money takes on heightened importance'

38% have already made model switches with more likely to follow

Regulation ‘not biting the real day to day grind’

The alliance to be chaired by Chartered financial practitioner Jane Hodges

Only about a quarter of advisers have mentioned the regulation to clients

Trusts facing partial deplatforming

'Emphasis on continuous improvement and evidence-based practices'

'There's a long way to go, but that troublesome first hurdle has been cleared'

Gillian Hepburn: ‘Are we really putting ourselves in our clients’ shoes?’