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Consumer Duty

Investment volatility poses real Consumer Duty threat for advisers

Consumer Duty

Investment volatility poses real Consumer Duty threat for advisers

Three-part outsourcing series continues

clock 26 June 2024 • 4 min read
Why advisory firms should continually assess their charges

Consumer Duty

Why advisory firms should continually assess their charges

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

clock 26 June 2024 • 4 min read
Assessment of value: Unintended Consumer Duty consequences

Consumer Duty

Assessment of value: Unintended Consumer Duty consequences

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

clock 14 June 2024 • 3 min read
Consumer Duty: How firms should prepare for the 31 July deadline

Consumer Duty

Consumer Duty: How firms should prepare for the 31 July deadline

'A discussion on what gaps exist would seem sensible'

clock 10 June 2024 • 4 min read
FCA should name firms that miss Consumer Duty report deadline

Consumer Duty

FCA should name firms that miss Consumer Duty report deadline

First Consumer Duty board report deadline is 31 July

clock 10 June 2024 • 2 min read
Consumer Duty leading to advice firms reviewing client banks

Consumer Duty

Consumer Duty leading to advice firms reviewing client banks

Advice firms are ‘offboarding’ clients that they cannot service profitably

clock 06 June 2024 • 1 min read
Advisers warned not to view Consumer Duty as an 'external imposition'

Consumer Duty

Advisers warned not to view Consumer Duty as an 'external imposition'

‘Understanding clients should be natural to any client-focused adviser’

clock 05 June 2024 • 2 min read
Advisers fear Consumer Duty report deadline due to lack of evidence

Consumer Duty

Advisers fear Consumer Duty report deadline due to lack of evidence

One in twelve advisers fear that they will not meet 31 July deadline

clock 30 May 2024 • 1 min read
Model Office launches automated Consumer Duty board report

Consumer Duty

Model Office launches automated Consumer Duty board report

Comes as the 31 July deadline looms for advice firms of all sizes

clock 16 May 2024 • 1 min read
Data analysis critical as Consumer Duty annual report deadline looms

Consumer Duty

Data analysis critical as Consumer Duty annual report deadline looms

Firms of all sizes must complete Consumer Duty report by 31 July

clock 15 May 2024 • 3 min read
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