The FCA has published the final rules for the Consumer Duty, the implementation period has been confirmed, and it is over to you dear adviser/platform/asset manager/tech supplier (delete as appropriate)
Alistair Kettlewell. 1978-2022 Hey everyone, Mark here. Mike will take you through an important Update this week – the new Consumer Duty will affect us all. But before I hand
Hot enough for you? See, you all moan about Scotland being dreich and cold, and then the first hint of 42 degree temperatures and you’re all like “oh wish we
Hello, happy Wednesday. Unusually, I’m writing this early this morning (if you’re reading it on the day it comes out; if you’re reading it later then that last statement is
It is probably fair to assume a good number of our TCWU readers attended the Professional Adviser awards last night. I hope you all had a great evening and are
A shorter than usual Update this week, siblings, as many of you will have been plagued by us already with communications about the beta launch of MPS Analyser to sit
No, not until Christmas (you’ve got 15 weeks for that. Depressed yet?) But it is just nine weeks until the lang cat returns to The Crypt on the Green in
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
