The Financial Conduct Authority (FCA) expects advisers to be 'reasoned and reasonable' with their assumptions for cashflow planning, according to former FCA technical specialist Rory Percival.
Speaking at the Personal Finance Society (PFS) Conference in London, the regulator-turned-consultant (pictured) said advisers should be sensible with their assumptions towards clients as a starting point...
“Increasing reports” of harassment
Times of crisis the Olympics for advisers
Whether you're a global corporation or a small business, ensuring remote working colleages can keep in touch is suddenly more important than ever. We look at 17 video-enabled collaboration tools that could help bridge the communications gap.
Support for advisers and clients
A level playing field
UK investors lost hundreds of thousands of pounds
Lifts advisers to seven
Income from advice fees down