‘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.
Regenerating the industry: From guidance to transfers
At a recent roundtable, we discussed where the FCA and industry as a whole should ‘regenerate’ and refocus its efforts.
Backing Britain? The trouble with the British ISA
Before we move to implementation mode on the British ISA, we should stop and think about whether it’s really needed in the first place.
SJP and the ongoing advice saga
Beyond what’s happening at SJP, there are bigger, tougher questions for the advice profession to answer on ongoing advice and fair value.
FCA: The way forward for advice and guidance
FCA head of consumer investments Kate Blatchford-Hick on the regulator’s ideas to get advice and guidance to more people.
What is the true value of advice?
We carried out in-depth interviews with advisers and planners to hear about value from their point of view.
