Consumer Duty
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Dynamic Planner launches Financial Wellbeing Questionnaire to meet requirements of Consumer Duty
Dynamic Planner is set to launch a Financial Wellbeing Questionnaire on Friday 16th June. It has been designed to enable advisers to identify…
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Two-thirds of lenders admit they’re yet to fully review the new Consumer Duty regulations despite rapidly approaching deadline
With less than two months to go before the new Consumer Duty deadline, two-thirds (65%) of UK lenders admit they are yet…
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Consumer Duty turns the spotlight on client and adviser behavioural biases
More than one in five retail investment clients don’t agree that their advisers understand their behavioural biases when making decisions, new research…
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DFMs think advisers are caught by co-manufacturing rules, finds new NextWealth report
NextWealth’s latest MPS Proposition Comparison Report (June 2023) includes data from 40 DFMs. It also includes a survey of 14 DFMs, examining…
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Peril of vulnerable customers highlights importance of Consumer Duty
Recent findings from customer experience experts, Watermelon, shows 56% of UK adults would be identified as vulnerable under the categories of the…
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Firms unclear on implementation as Consumer Duty deadline looms
A survey by regulatory consultancy Bovill reveals that almost half of firms are unsure of how long it will take to implement…
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Why wealth won’t insulate against financial vulnerability
With Consumer Duty creeping closer, Tim Farmer, Clinical Director at Comentis, addresses the widespread misconception that it isn’t possible for wealthy individuals to…
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Consumer Duty: Market winners will optimise to deliver good outcomes
As the Consumer Duty deadline rapidly approaches, Nick Hall, Business Development Director, Wealth Wizards, shares his insights on how progressive firms will take…
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Advisers feel ready for Consumer Duty, but platforms can (and should) continue to provide support as deadline looms
Leading research firm Investment Trends released its latest 2023 UK Adviser Technology and Business Report. Providing an in-depth look at financial advisers’…
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Technology spending drives consumer duty investment, finds iPensions Group
Spending on new technology is the biggest driver of increased investment by adviser firms ahead of the implementation of Consumer Duty rules…
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