Consumer Duty

Radiant Financial Planning will use Elevation to monitor client feedback

Dynamic Planner finds reports up 100%

Including changes in approach when dealing with vulnerable clients

'Firms often don't know where to start, but it is always with the data'

Consumer Duty board report comes with specific challenges

Three-part outsourcing series continues

The debate on charges is far from over and probably never will be

All parties now have an obligation to consider the value of their proposition

'A discussion on what gaps exist would seem sensible'

First Consumer Duty board report deadline is 31 July