The upcoming review by the Financial Conduct Authority is likely to focus on ways to make it easier for advisers and their clients to switch investment platforms, according to Rory Percival.
The regulator is due to publish its investment platform market review imminently, and the ex-FCA technical specialist has suggested his former employer could take inspiration from the ease of modern current...
Retirement Advantage research suggests
9,700 transfers in 2016/17
Up 0.1% from Q1
Extra burdens for largest firms