Super-safe suitability reports: How to get it right

There are many myths around suitability reports and what things should and shouldn't be included in them. At the Institute of Financial Planning's recent annual paraplanner conference, Rory Percival of the FCA and Mel Holman of Compliance And Training Solutions hosted a joint session on exactly this subject - setting the record straight on a number of areas where there is common misunderstanding among advisers, paraplanners and, surprisingly, some compliance consultants as well. This article aims to round up the message that has been passed on to the paraplanning community and hopeful...