Progress from Royal Liver has launched a website to help adviser firms adopt the principles of TCF.
The site allows advisers to download training material, including a training presentation for their staff. In addition, there’s also a ‘temperature gauge’ tool, which includes a survey giving advisers...
Sprinting to the finish line
Usage on the up
Can help close advice gap
Consumer complaints against firms for misadvised DB transfers also rising
Regulator 'follows not leads'
6.4% of over 80s saving for end of life needs
Maximum 30% of redress
Staff can come in if they wish
Two-day remote learning sessions