Advisers need to decide what type of clients they want to serve
Firms urged to ‘take time and understand what matters to advisers’
‘It is highly likely people in decumulation will have a vulnerability’
Specialists from across the industry debate platforms’ future purpose
‘You can have a higher sustainable income overtime’
Consumer Duty states consumer biases must not be exploited
‘Anyone running a business needs to offer value to their clients’
‘Your business and your people are under attack constantly’
'Advisers may need to have a re-think and explain things'
‘It needs to be done in a different and innovative way’