PA Asks

The report is due on 31 July, one year since the regulation took effect

‘Clients may choose Teams even if face to face happens every two years or so’

'Easier to confirm meetings via WhatsApp than calling'

‘Most clients don't really care’; ‘Clients have never asked about ESG’

‘Have difficulty buying a home and will have a lower overall asset base’

'Regulatory pressures are the first thing on my mind’

‘We try and offer advice fairly to all of our segments’

Industry splits with 46% saying yes and 42% saying no

PA Asks reveals if advisers have plans for how to handle serious situations

The latest findings from Professional Adviser’s in-house research