FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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According to latest value assessment
For firms who do not meet expectations
Will focus on decumulation from '22
2021/22 Business Plan
Consumer investments strategy
Rob Paris retires after 40 years in the industry
Support service for clients
'Lacks honesty and integrity'
Including CRM systems
Increase from 2.1% puts pressure on the Bank of England