A quarter of UK advisers still do not segment clients
Firms are ‘considering new ways to structure retirement portfolios’ to improve outcomes
Segmentation
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More than 25% of advisers now actively review client segments
As 3-in-10 say Mifid II cost and charge statements have brought more confusion
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How can the wealth industry better support female investors?
Firms do not change how they approach the sexes despite differing needs
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Rise of ‘blended’ advice charges expected in 2020
And ‘off to the naughty step’ for those not complying with Prod
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Look beyond AUM when segmenting clients, says UK regulator
As it tackles ’emotive subject’ of fees: ‘We don’t expect advisers to be charities’
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Segmentation: Technical briefing with FPI
Policy segmentation is often used on single premiums but the benefits can also apply in the context of regular policies, so choosing a provider that can offer this at outset ensures flexibility is available if needed.