Consumer Duty

Client disparity from multiple platforms usage a 'Consumer Duty risk'

Consumer Duty

Client disparity from multiple platforms usage a 'Consumer Duty risk'

Third Financial has said advisers should use a single platform

clock 30 January 2023 • 1 min read
Consumer Duty: Data strategy is 'key' for financial advisers

Consumer Duty

Consumer Duty: Data strategy is 'key' for financial advisers

Move towards outcome-based planning will emerge

clock 26 January 2023 • 3 min read
Consumer Duty to push acceleration of 'data-driven innovation'

Consumer Duty

Consumer Duty to push acceleration of 'data-driven innovation'

White paper highlights Consumer Duty threats and opportunities

clock 25 January 2023 • 2 min read
Consumer Duty shines light on importance of staff training

Consumer Duty

Consumer Duty shines light on importance of staff training

'Developing your team can have positive outcomes for the business'

clock 24 January 2023 • 4 min read
A handy Consumer Duty checklist for financial advisers

Consumer Duty

A handy Consumer Duty checklist for financial advisers

Checklist for the measurement and evidencing of Consumer Duty

clock 19 January 2023 • 3 min read
Evidencing value — how can advisers quantify the intangible?

Consumer Duty

Evidencing value — how can advisers quantify the intangible?

‘How do you actually measure the fact that a client has peace of mind?’

clock 16 December 2022 • 7 min read
Five main factors for advisers to consider throughout 2023

Consumer Duty

Five main factors for advisers to consider throughout 2023

Consumer Duty tops the list of advisers' priorities for next year

clock 15 December 2022 • 3 min read
Too clever to talk? The curse of knowledge and Consumer Duty

Consumer Duty

Too clever to talk? The curse of knowledge and Consumer Duty

Looking at how to break ‘the curse of knowledge’

clock 14 December 2022 • 2 min read
Consumer Duty Hub launched by PA as one-stop shop for advisers

Consumer Duty

Consumer Duty Hub launched by PA as one-stop shop for advisers

All the latest information, news, and specialist content brought together

clock 13 December 2022 • 1 min read