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One-third back compulsory advice on drawdown

More than a third of Money Marketing readers think that consumers should be forced to take advice before going into drawdown. In a recent poll on the Money Marketing website, readers were asked whether they thought drawdown advice should be compulsory. 38 per cent responded that it should. 57 per cent said drawdown customers should […]

Investment
19

How short can you make a suitability report?

Advisers and the regulator have reached agreement that many suitability reports are too lengthy. The longer the reports, the less enthusiastic clients become. In its suitability review earlier this year, the FCA found many suitability reports were too complex. But is it possible to make them shorter? The FCA has provided a number of examples […]

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Miss Money Marketing Interactive? Catch the highlights and sign up for next year

Last month Money Marketing brought together 120 financial advisers for our inaugural Harrogate conference. We heard from the FCA on suitability, debated defined benefit pension transfers, and learned from leading professionals on what the future of advice holds. It was so good we’ve added more dates for next year. Register your interest for the London session […]

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