Client solutions have evolved: Are you in the know?
The introduction of Consumer Duty made things crystal clear for advisers – put clients' needs first.
In fact, this is key to designing products that are suitable for clients, with segmentation needing to be much more nuanced that simply focusing on pot size. Moreover, there are ways for the service offered to clients to be incorporated into investment solution designs as well.
Learn more about how advisers can generate better solutions for their clients in the Spotlight from Professional Adviser, produced in association with Royal London.