FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Follows research with the lang cat
‘Plenty of scope for confusion’ - David Gurr
Annual platform service survey
Based on findings in FCA suitability review
Conflicts of interest in vertically integrated firms
Document process to demonstrate delivery
Clients’ personal circumstances are key
Two-thirds of advisers agree
Suitability, MiFID II and pension transfers
Fourth of five videos with LGIM multi-asset team
27 April 2017
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2 min read
