Quilter rolls out client communications guide for advisers
Consumer Duty is clear about how providers should be supporting customers in their decision-making process
Author: Alina Khan
-
-
Number of women in financial services steadily declining
Companies ‘should pay heed to wider societal trends’
-
21% of young Brits get investment tips from Instagram
No one over 55 uses the social media platform for ideas for their portfolio
-
UK digital bank to enter pensions market
After recently launching an investments and wealth arm
-
HSBC unveils wealth management operation in Kuwait
After launching similar services in the UAE, India and Mexico
-
Building society transfers financial planning service to UK pension firm
With employees directly supporting the service also being transferred
-
State pension triple lock could cost £9bn next year
As well as the state pension bill being £2bn higher than the current DWP forecast next year
-
Clients withdrawing funds to plug financial shortfall, advisers say
Amid the cost of living crisis advisers are seeing significant changes in their clients’ behaviours
-
UK financial advice group enters administration
With all assets transferred to its sister company
-
UK IFA firm fails
With the FSCS receiving claims in regard to the British Steel Pension Scheme
-
Quilter Cheviot eyes ‘bolt-on acquisitions’
And also wants to expand its advice operation internationally
-
UK platform market set for consolidation
Door is ‘well and truly open for larger players to potentially acquire distressed platforms at knockdown prices’