News & Views
Redrawing the advice map
The joint policy paper on the advice guidance boundary from HMT and the FCA is trying to find new ways to persuade the industry to
Breaking down SDR – what it means to the industry and its customers
It has felt like an advent calendar of regulatory announcements in the last couple of weeks – covering everything from money market funds, the offshore
Bringing finance to life for customers
If anyone was still labouring under the misapprehension that the end of July provided some sort of closure on Consumer Duty work (for those firms
The dawn of a new era – embedding Consumer Duty into BAU
When the FCA published its final guidance on the new Consumer Duty just over a year ago, few firms would have fully grasped the scale
Consumer Duty – our perceptions of an industry working hard to comply
As July’s Consumer Duty deadline approaches, firms are looking to move from project delivery to incorporating the Duty into their business as usual. Albeit, while
A worrying lack of preparation for retirement
Our latest research into the attitudes of the 55-75-year-old cohort has shone a clear light on a worrying lack of preparation for retirement that is