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
Consumer Duty
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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
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Adviser network partners with regtech provider to better assess vulnerable clients
Enabling advisers to successfully identify vulnerable client characteristics
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One-in-10 advisers planning to quit due to Consumer Duty
More than a third say regulations are harming their mental health
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Quilter rolls out client communications guide for advisers
Consumer Duty is clear about how providers should be supporting customers in their decision-making process
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Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’
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PFS publishes Consumer Duty toolkit
In a bid to help firms develop beyond minimum requirements
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32% of IFAs expect client fees to increase with Consumer Duty
As one-in-seven still feel unclear about advising clients on good customer outcomes
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Five potential impacts of Consumer Duty
NextWealth predicts what will happen after the FCA’s regulation is implemented
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Defaqto to roll out Consumer Duty profiles
They will help advisers carry out due diligence, target market and value assessments