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Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum

Successor has been appointed and will be announced in September

Considered prescribing how firms should support ‘vulnerable consumers’

Continued appetite and momentum in M&A space

Firms could generate up to £499 in revenue per customer

FCA urges firms to treat all recipients of targeted support as retail customers

Targeted support costs allocated to LDII funding class

Consumer first focus; Simplifying prodcut information

Simplified advice engagement to come end of this year

To conduct further work on simplified advice