Holly Mackay on targeted support: Do you want fries with that?

And so, after many false starts and fumbles over the last decade, the recent Advice Guidance Boundary Review has given rise to targeted support, a seismic change which should support millions of Brits get the better help they so desperately need with their investments and pensions. The final policy should be with us in December and authorisations open next April. What does it mean? Firms can segment their customers into groups, identify situations which pose a risk of foreseeable harm for any given group, determine a ready-made suggestion and proactively deliver this suggestion to the...