Aimed at HNW clients and family groups
In three years
FCA made demands last week
'Will remain an independent business'
Tough year for the sector
Proposals fall short
Would affect five adviser platforms
Proposed changes to effect from 31 July 2020
Following re-platforming moves
Re-platformed Cofunds last year
Other non-execs see terms extended
£275 in compensation
NHS? Newcastle Utd? Political support?
2019 WIFA nominations close 1 March
Projects not done yet
'Many still don't offer them'
'25% reduction' to standard terms
'Rolling programme of development'
'Deep-dive analysis of client behaviour'
Quarter changed 'preferred platform'