Simplified advice: The three options open to your firm

They formed part of the regulator's guidance consultation on simplified advice Advice provided through a fully automated advice system This is a system where the customer will not at any stage in the process have the opportunity of discussion with an employee. The design, testing and review of the operation of such a system is likely to be more complex than the design of procedures to provide advice to customers face-to-face, or over the telephone. The work firms would need to do if they wished to use such systems would need to reflect this. The design of such systems wou...