Advisers urged to communicate with clients more effectively

Quilter launches client communication guide for advisers

Isabel Baxter
clock • 2 min read

Quilter has launched a client communications guide to help financial advisers deliver messages to clients more effectively.

Using behaviour science principles, the wealth manager has provided advisers with a framework with the aim to help comply with the Consumer Duty's ‘Consumer Understanding' outcome. Quilter refers to this framework as CLEAR, an acronym designed to make existing client communications more customer friendly. The acronym stands for: Capture my attention: help customers to pay attention to the right piece of information at the right time. Lighten the load: reduce the complexity of information and the effort required to process it. Explain what it means for me: remove ambiguity by man...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Bank of England cuts interest rates to 4.25%

Bank of England cuts interest rates to 4.25%

NICs rise and Trump-imposed tariffs

Sorin Dojan
clock 08 May 2025 • 1 min read
Rathbones FUMA falls 4.7% as Investec Wealth merger approaches completion

Rathbones FUMA falls 4.7% as Investec Wealth merger approaches completion

‘Reflected market volatility’

Eve Maddock-Jones
clock 08 May 2025 • 1 min read
Scottish Widows platform adds psychometric testing tool

Scottish Widows platform adds psychometric testing tool

To help advisers better understand clients’ ‘financial personality’

Sahar Nazir
clock 08 May 2025 • 2 min read