PROD rules are driving advisers to take a client segmentation approach to platform selection - so, asks Tom Ellis, can businesses kill two birds with one stone by getting in step with the regulation?
The Financial Conduct Authority (FCA) believes the time and resource advisers spend on the suitability process when moving clients from one platform to another is excessive. It said as much in its platform...
Launching in spring 2021
Update posted today
And year to date
Will grow network by offering a bespoke service
Basic rate taxpayers better off
Despite relevant information supplied
Co-produced with PFS