Advisers should add colour and detail to client files because the regulator wants to get a feel for the person behind the report, former Financial Conduct Authority (FCA) technical specialist-turned consultant Rory Percival has said.
Speaking at the Great Pension Debate II in Port Talbot, the ex-FCA man gave delegates a glimpse into the mind of the regulator. He told the room the biggest single thing advisers need to do to improve...
Worth 'up to £2bn'
‘Complexities of NHS pension scheme’
'Typical' £1,755 referral fee
Programme launched in 2017