Quilter

Professional Adviser analyses what Consumer Duty means for MPS

Quilter edges ahead of Canada Life into second place, Defaqto finds

Rather than directly a more nuanced approach is recommended

Clients subject to MPAA will be notified of prior payments

Analysis from Quilter says gains to be made from Spring Budget changes

Quilter remains in second place followed by AJ Bell and Transact

Sports Media and Entertainment WM and Holroyd Wealth Management join

Many fair value assessments found to not be relying on solid data

April marks the end of the lifetime allowance era

CEO Steven Levin said 2023 had been a 'tough year' for the industry