Analysis by the UK’s first financial services digital marketing agency, Balance, found that guidance based on Google’s EEAT guidelines and the FCA’s Consumer Duty aren’t being followed, especially by building societies. Building societies were the worst...
39% of advisers believe that more detailed vulnerability training will be beneficial for the industry 22% of advisers cited documenting internal processes to show client support as the biggest single challenge facing firms in 2023 47% of advisers think the Consumer...
July 31st saw Consumer Duty come into force bringing about the biggest regulatory change that most people in the financial services industry have ever seen. So, now Consumer Duty is here – how big a change has it meant for businesses on a day-to-day basis? IFA...
There is no doubt that the next 12 months will be a testing time for IFAs. The Consumer Duty kicked in on 31 July and now the FCA is ready and waiting to enforce the new regulations. Jane Sparrow, The Culture Builders, is encouraging advisers not only to think...
William Marshall, CIO of Hymans Robertson Investment Services has commented on how IFAs’ ability to evidence compliance with Consumer Duty...
Craig Wilson, Managing Director of Private Sector at Sopra Steria has commented following the introduction of the new Consumer Duty regime...
As the FCA’s Consumer Duty regulation comes into force today Andrew Gething, managing director of MorganAsh has commented. He said: “After...
Andy Curran, CEO of Standard Life, part of Phoenix Group comments on the introduction of Consumer Duty today. He said: “The advent of...
As the FCA’s Consumer Duty regulations come into force today, new research from Quilter has found that nearly half (44%) of financial...
Written by Richard Parkin, Head of Retirement at BNY Mellon Investment Management With the Consumer Duty finally live, the big question...
The FCA’s deadline for complying with the Consumer Duty is upon us. 31st July is a milestone for the industry with major efforts put in by...
Ahead of the FCA Consumer Duty deadline on Monday (31st), Alastair Black at abrdn has highlighted what’s next for advice firms. Alastair...
The Personal Finance Society has published a broad, practical toolkit to help members embed a culture focused on meeting client needs,...
Written by Zara Bray, Key Relationship Manager, Legal & General Mortgage Club Advisers are under a significant amount of pressure to...
New research from Quilter has found that almost a third (32%) of financial advisers expect their customer fees to increase as a result of...
With only a week to go until the Consumer Duty changes come into effect (31st July), Karan Kapoor, Global Head of Regulatory and Risk...
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