Consultation comes amid Advice Guidance Boundary Review
Comes after Rachel Reeves’ Mansion House speech
Now failed LCF raised £237m from 11,600 retail investors
Consultation part of the advice guidance boundary review
For the nine months to 30 September 2024
Level 4 offerings see biggest price jump
Firms that adopt technology to save time will improve client experience
Industry needs to ‘reshape the dialogue’ around vulnerable clients
CII CEO says it would not be easy for PFS to break away
Use of centralised retirement propositions almost doubles following thematic review