Our recent work with The Investment Association

The Wisdom Council works closely with The Investment Association (IA), and has most recently supported their guidance to fund managers on clearer customer communications.

Published on February 20, the IA guidance is designed to offer practical steps to improving the customer experience around communications. It was informed by a program of research by The Wisdom Council which explored the use of language and customer expectations regarding performance reporting, risk and time horizons.

The Wisdom Council can help you talk about your funds in a language customers understand, and improve customer engagement. We can support your business response to the FCA’s AMMS Further Remedies, and navigate the IA’s recent guidance – please get in touch to find out more.

Press Coverage

20 February 2019 ‘Investment Association unveils tips on tackling jargon’ Portfolio Adviser
20 February 2019 ‘IA launches communication guide in response to FCA criticism’ Professional Adviser
20 February 2019 ‘IA publishes communication guidance’ FT Adviser
20 February 2019 ‘IA launches communication guide in response to FCA criticism’ Investment Week
20 February 2019 ‘Investment jargon must end, IA says’ Money Marketing