‘Now that we are two years in, we can begin to look back and reflect’
Clients can be vulnerable in many ways
Following Mansion House speech
‘Biggest challenge for advisers at the moment'
'This is an industry systematically delivering poor outcomes'
'MPS growth has been profound in the last decade'
Firms called to be ‘more aggressive’ in their innovation
Gaps, Price and Value, CIP/CRP
'For vulnerable clients, the concept of value for money takes on heightened importance'
38% have already made model switches with more likely to follow