FCA

FCA working with Information Commissioner’s Office on solutions

FCA urges firms to treat all recipients of targeted support as retail customers

Proposes to exclude products subject to marketing or distribution restrictions

Firms must signpost consumers to MoneyHelper’s annuities comparison tool

Targeted support costs allocated to LDII funding class

Simplified advice engagement to come end of this year

To conduct further work on simplified advice

FCA also fined Jes Staley £1.1m

Altus Consulting's Robert Holford urges advisers to prepare for a ‘spectrum' of guidance and advice

Tool uses machine learning to segment more than 70,000 UK regulated firms by category