Consumer Duty
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Advisers have changed their servicing approach as consumer duty hits first anniversary
Royal London, has found over two-fifths (43%) of advisers changed their client servicing approach as a result of Consumer Duty. The findings…
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Consumer Duty compliance – adviser/provider relationship key
IFAs should curate a wish-list for their MPS providers that will help them to evidence how they remain compliant with Consumer Duty,…
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Dynamic Planner sees number of reports surge to over 100,000 a month in June as Consumer Duty anniversary nears
Dynamic Planner, the UK’s leading risk based financial planning system, has analysed the data* of the 40% of the UK advice market it…
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IFA Magazine special focus: Day 1 insights of our week long reflection on a year of Consumer Duty!
Welcome to our week-long editorial series celebrating the first anniversary of the Consumer Duty (CD). During this week, we will dive into…
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VouchedFor’s Elevation system surpasses 7,000 users in run up to 31st July FCA deadline
VouchedFor’s enhanced client survey, Elevation, has surpassed 7,000 users as more firms choose the system to support their Consumer Duty monitoring and…
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Savers short-changed on closed easy access accounts with Consumer Duty rules coming into play
The average closed easy access account rate has been lower than the live equivalent over the past two years. Moneyfactscompare.co.uk analysis reveals how savers…
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Significant fines imposed as Consumer Duty remains a work in progress -Moneyhub
A year on from the introduction of the FCA’s Consumer Duty (CD) obligations for financial services firms, as many as two-fifths of…
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Research reveals widening advice gap since launch of new Consumer Duty regulation
A major study published today by financial consultancy the lang cat, reveals an increase in the Advice Gap with fewer people paying…
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A best-practice guide for client vulnerability: practical tips from Comentis’ Jonathan Barrett
Identifying and supporting vulnerable clients is easier said than done, says Jonathan Barrett, CEO of Comentis . In this analysis, Jonathan explains how identification can often…
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FE fundinfo adviser survey reveals almost a third of advisers use custom MPS solutions
FE fundinfo has released the results of its 2024 Financial Adviser survey revealing the key priorities, challenges and common approaches as financial…
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