Wealth Wizards developing software for FCA's 'abridged advice' proposals
Early 2020
Andrew Firth said Turo's abridged advice module will help advisers offer consistent and compliant advice "quickly and efficiently".
Fintech firm Wealth Wizards has said it is developing software to enable financial advisers to implement a digital 'abridged advice' service.
Last month the Financial Conduct Authority (FCA) proposed introducing low-cost ‘abridged advice' on potential pension transfers for customers where a pension transfer is likely to be unsuitable. Under...
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