Consumer Duty

Resource for member firms

Consumer Duty rules

The new Consumer Duty is being described as the biggest regulatory overhaul since the introduction of the Retail Distribution Review (RDR) in 2012. As the regulatory screw continues to be tightened around client outcomes, how can advice firms make sure...

Logical and practical methodology

'Get ahead of the curve'

31 July 2022

Outsourcing helps significantly

Platforms for non-advised savers

PA360 Conference