Unique insights from @JPorteousCFP, @NickEatock and @david_ferguson on Thursday at 10:00AM.
From service design to advice delivery, they’ll look at how firms are achieving efficiencies and demonstrating positive client outcomes.
Learn more and register https://t.co/G8abImRDBr
Looking for clarity on how Consumer Duty applies to the ‘coalface’ of delivering financial advice?
This new webinar looks at the key building blocks of good advice and the practical steps firms have taken.
Learn more and register https://t.co/TrYLjVWeoe
#ConsumerDuty
Our CEO, Keith Richards, sharing the stage with @katesilverton to recorgnise excellence across the Platform and Advice sector.
Congratulations to all the finalists at this evenings Schroders UK Platform Awards! @SchrodersUKPA#SchrodersUKPA
This is the line-up of brilliant speakers sharing their progressive insights, ideas and hard won experience at #ProgPlan23 tomorrow, Thursday 14th September. Our flagship day for and by financial planners. We are sold out except for livestream tickets https://t.co/12WjEqvVjs…
Interested in or responsible for implementing Consumer Duty? This new webinar could be for you.
It’ll cover some of the Duty’s thorniest issues and how to cut through the noise to focus on the things that really matter.
Find out more and register https://t.co/kUPLdPddKh
Loan Fee Fraud is when consumers are duped into paying fees for a #loan they never get.
Stay one step ahead by using our 3-step checklist. https://t.co/k9CKOsTZ5s
Rising living costs are driving people towards taking out #loans to cover summer spending.
Find out how to spot the warning signs. #Fraud#CostOfLiving https://t.co/k9CKOsTZ5s
PIMFA's Alexandra Roberts issues new #consumerduty videos looking at what issues could arise as the new duty responsibilities extend into the distribution chain, use & collection of data, corporate culture & treatment of vulnerable customers https://t.co/bcM40DpQTH
We’re delighted that Michael has agreed to chair this key Alliance forum.
His first-hand regulatory knowledge add to his hands-on experience since leaving the FCA, means that there are few better placed to chair the forum.
#SafePairOfHands#FinancialPlanning#ConsumerDuty
This is a very valuable guide that has been authored by a panel of subject matter experts.
It addresses the very important matter of bereavement from a professional adviser’s perspective and represents a very practical guide.
https://t.co/x20Tl5HWfT
A lasting power of attorney (LPA) must be signed in a specific order✍️
Signing in the wrong order could delay your application, or may mean you have to re-do it.
💻 For more support and guidance visit https://t.co/80AyPhqPjC
@MartinSLewis@johnnytimpson1@TheFCA In the interest of balance, professional financial planners and financial advisers have in the main been focussed on achieving good consumer outcomes.
The @TheFCA#ConsumerDuty is a milestone in the evolution of the personal finance sector.
Our Consumer Duty sets a higher standard of consumer protection in financial services.
Firms should deliver:
- helpful and accessible customer support
- timely and clear information
- products and services that meet your needs and provide fair value
https://t.co/kHaTkcMwUD