Not, as you may think, an article about problems related to PP switching (watch this space though), but a brief
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And trending previously too! During the past year or so, and in tandem with ATEB becoming part of
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The advent of Consumer Duty has catalysed a lot of focus on fair value, or at least a lot of
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We have completed the latest upgrade to ATEB Suitability on 19th December 2023. This update comes at no additional cost
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You’d have thought that poor advice was becoming a rarity by now wouldn’t you? But no, it still seems to
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We have completed the latest upgrade to ATEB Suitability on 26th October 2023. This update comes at no additional cost
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Client objectives are the starting point for virtually all advice scenarios, but how often do the objectives recorded on file
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In its numerous publications prior to the implementation of Consumer Duty, the FCA promised that it would be more proactive
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We’ve been involved with a number of firms who are on the acquisition trail and as part of the due
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One of the FCA’s recent publications, Regulation Round Up, contained several interesting articles. Of course, Consumer Duty occupied plenty of
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