Aegon

Provider ‘gaining traction’ on targeting the top 500 advice firms

Targeted support must not step on financial advice’s toes, trade body warns

By end of March 2025

Comes after the FCA published its regulatory framework for dashboard service firms

Deadline for post-Consumer Duty rule change feedback is 31 October

Pre-Budget speculation over pensions tax reaches ‘boiling point’

The ‘standout’ proposal from FCA’s advice / guidance review

Platforms Association launches amid growing regulatory scrutiny

90% of advisers use multi-asset strategies, Aegon finds

‘We expect future reports to show an improvement in the quality and clarity of research’