Why the writing is on the wall for the fund factsheet

Communicate smarter not harder

clock

The writing is on the wall for the fund factsheet (and it's about time), writes Jeremy Mugridge. Here he explains how smarter communication will boost advice engagement

A discussion paper from the Financial Conduct Authority (FCA) has been published that has the potential to become a game-changer for those providing financial advice and most importantly for those receiving it. The paper, Smarter Consumer Communication, is designed to spark debate about how the financial services industry can deliver information to consumers in smarter, more effective ways and this is great news for both financial advisers and their clients. Having recently spent some time interacting with the FCA's Innovation Hub, I know just how serious the regulator is about improv...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Regulation

Trade bodies call for chancellor to stop FCA public enforcement

Trade bodies call for chancellor to stop FCA public enforcement

‘Proposals to publicise investigations are a worrying development’

Isabel Baxter
clock 29 April 2024 • 2 min read
SDR extension plans will ensure 'uniform standard' for portfolios

SDR extension plans will ensure 'uniform standard' for portfolios

'Retail-focused firms are also facing a short timeline to prepare'

Cristian Angeloni
clock 24 April 2024 • 4 min read
FCA proposes advisers and platforms 'must' communicate SDR labels

FCA proposes advisers and platforms 'must' communicate SDR labels

Distributors also must provide access to consumer-facing disclosures

Isabel Baxter
clock 23 April 2024 • 1 min read