Q&A with Simplify Consulting
As the firm gives an outlook on 2024
Consumer Duty
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Advice firms launch organisation to tackle sustainability issues
With mental health in the workplace being chosen as initial engagement focus
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P1 Platform launches customer app
To improve adviser’s relationships with clients
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When advisers question their platform, the answers better be good
As advisers expect the platforms they use to support them on securing good client outcomes
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Wealth management sector paid out £3.8m in FCA fines this year
An FOI request by Oxford Risk has revealed
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Advisers switching fee structures in reaction to Consumer Duty fair value
With 3% of firms still in noncompliance
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75% of advisers concerned about inflation when considering retirement income for clients
While 61% highlighted the challenge of changing regulation
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The FCA’s 14-point action plan part 2: What you need to know
As financial advisers have a considerable part to play when it comes to making sure the requirements of Consumer Duty are met
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Advisers must consider property wealth in light of Consumer Duty
As statistics show more UK personal wealth is accumulated in property than anything else outside private pensions
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PFS and CII launch ESG course for advisers
It will count for 12 hours of CPD
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Are we entering a new age for investor communications?
As FCA research highlights how customer communications are not meeting needs
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A fifth of IFAs plan to overhaul their tech stack in the next 12 months
With one in seven having switched cashflow modelling tools in the last year