The Financial Conduct Authority (FCA) sent out a 14 section strong request for information to some advice firms as part of its platform market study, Professional Adviser can reveal.
The spreadsheet questionnaire, which has been seen by PA, included 10 sections of questions and a further four for data on adviser charges in the three and a half years up to the end of 2017 H1. The...
Joined as head of strategy, multi asset, in June
Group income protection
Nine in 10 do not have income protection
Set to become part of Single Financial Guidance Body