Measuring the value of advice
Finally, a positive news story on advice – with the numbers to back it up on the value of advice.
SOTAN Needs You
Share your thoughts and experiences of the direction of the advice profession – but you haven’t got long to make your views count.
I joined a band.
Jenny thinks about Consumer Duty. Not that one. With a quick look back at the band history, the gigs they have played and ones coming up…
The Top Class Wednesday Update says ah! It’ll be fine!
Mark puts 20p in his mental meter and looks at the potential pitfalls, for businesses and individuals, of making big decisions without expert input.
The Top Class Wednesday Update can remember what he was doing in 2013
Mike is back in the Update Hot Seat and is planning a party for one to celebrate Consumer Duty’s 1st birthday.
‘The 91%’: Where the advice gap meets reality
Why are more people falling into the advice gap? And could targeted support help bridge the gap? Our latest report looks for answers.
The Top Class Wednesday Update has four words for you
Mark ponders the FCA’s data request on vulnerability and the standard it shows advice firms are now held to on data, controls and business MI.
FCA’s review of retirement income advice gets cautious thumbs up
The FCA review of retirement income advice makes for a pleasant contrast with warnings to wealth managers, but there is more work to be done.
The Top Class Wednesday Update likes it like this
Mark looks at the flurry of releases from the FCA, including his top 6 reactions to the results of the retirement income review.
The FCA’s watching brief on Consumer Duty
The regulator’s areas of concern on Consumer Duty compliance – both for those working to the closed book deadline, and everyone else.
