04 January 2018
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Fraser Donaldson: “For many, income needs to be stable. Psychometric questionnaires need to factor this in.”
When it comes to income in retirement, argues Fraser Donaldson, if the client's attitude to risk on income is not measured, as well on capital, an overall risk profile will be incomplete
We should all be familiar with the then FSA's final guidance paper from July 2012, Assessing suitability: Replacement business and centralised investment propositions (FG12/16). When recommending new or...
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