Simplify Consulting’s Monserrate: Hitting the target on customer complaints
One-fifth of respondents to a recent survey said they had changed providers because of a complaint
One-fifth of respondents to a recent survey said they had changed providers because of a complaint
Including cases of lasting power of attorney coercion
Enabling advisers to successfully identify vulnerable client characteristics
Just 32% of advisers have put specific practices in place to help these customers
It will help members ‘evolve strong and consistent behaviours’ to confidently serve clients
‘Increasing regulatory pressure’ has made it more important advisers have access to resources
‘There is a need for extra care to ensure their unique circumstances are taken into account’
In a bid to ‘offer real value and differentiate ourselves from our competitors’
Firms will have to follow the guidance or ‘face regulatory action’
PFS chief executive says advisers can ‘offer balance and scrutiny’ with financial decisions
FCA survey shows number of at risk Brits has shot up 15% since the start of the pandemic
To promote a ‘greater understanding of clients’