Gillian Hepburn: ‘Are we really putting ourselves in our clients’ shoes?’
Held by the Transparency Task Force following regulator’s annual public meeting
FCA's Sarah Pritchard made the announcment on SDR rethink
Annuity sales up 38.7% to 80,061 in 2023/24
About 30% of savers took regulated advice before accessing their pot
Adviser firms want further assistance to understand vulnerable client characteristics
'Some of the things the FCA does are not, in my view, part of its remit'
Therese Chambers: 'We have been reflecting on the serious concerns'
CMCs must be held to similar standards as advisers