FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Plus potential barriers to switching
New standards expected
Also warns of 'conflict of interest' in contingency charging
Based on findings in FCA suitability review
Post since been taken down
‘Promoting effective competition’
Suitability, MiFID II and pension transfers
Former FCA technical specialist goes independent
Recently left role as FCA technical specialist
Leaving after more than a decade
17 July 2017
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3 min read
