Suitability

Industry 'well placed' to live up to FCA's Consumer Duty expectations

Regulation

Industry 'well placed' to live up to FCA's Consumer Duty expectations

FCA wants ‘uplift in standards’ across the board

clock 03 November 2022 • 4 min read
Advising an ageing population: Designing drawdown strategies

Retirement

Advising an ageing population: Designing drawdown strategies

'Safe' withdrawal rates?

clock 03 February 2022 • 8 min read

Regulation

Karl Dines: 10 years since FG11/5 and its applications now

Time just marches on

clock 20 May 2021 • 4 min read

Your profession

'ESG is a bolt-on to suitability' - Dynamic Planner's Chatterjee

Speaking at PA Working Lunch

clock 08 April 2021 • 2 min read

Regulation

Chris Davies: Improving Advice Suitability

'Differentiate fact finds'

clock 14 October 2019 • 3 min read

Ratings, Research & Risk

Greg Davies: Focus on the spirit of risk regulation

Assessing suitability

clock 02 August 2019 • 4 min read

Partner Insight

Partner Insight - Managing the risk of suitability

Today's advisers must take account of many more risk factors when analysing suitability such as illiquidity and inflation risk. That requires more transparency around fund process and due diligence

clock 29 May 2019 • 2 min read

Multi-Asset

Abbie Knight: It's time to put PROD into practice

Client segmentation under new regime

clock 15 April 2019 • 6 min read

Your profession

Rory Percival and Nucleus launch suitability guide for advisers

Masterclasses to take place in May

clock 11 April 2019 • 2 min read

Technology

Oxford Risk launches range of suitability tools

'Most scientifically rigorous'

clock 18 October 2018 • 1 min read