Using FE CashCalc to Comply with the Consumer Duty Products and Services Outcome
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Our newest enhancements to FE CashCalc allow advisers to input additional questions within the Fact Find templates. These enhancements were built directly based on adviser feedback, ensuring that we are always improving the tool to best support you and your clients.
We are pleased to announce new Value for Money functionality in FE Analytics that will support advisers in meeting the Consumer Duty 'Price and Value' outcome. This includes Assessment of Value documents and new Value for Money data fields located in a fund's factsheet.
With so many cashflow planning tools now on the market, it is important to understand what you should be looking for when investing in a new tool to enhance your tech stack, bring efficiencies to your advice process, and help you provide the best outcomes for your clients.
In the fast-paced and ever-evolving world of asset management, maximising returns and future-proofing the back and middle office is crucial for all investment firms’ success.
In today's financial landscape, the role of financial advisers is more critical than ever. As consumers navigate complex investment decisions and seek expert guidance, it is essential for advisers to fulfil their responsibilities towards their clients.
Almost half a million hours, costing more than £70m, in wasted financial adviser time during 2022 could now be put to better use, stats show following the latest FE fundinfo integration.
FE fundinfo Regulatory Manager, Mikkel Bates discusses the FCA’s Consumer Duty, how it differs from the ‘Treating Customers Fairly’ principle and how it is definitely not business as usual for Asset Managers.
In January the Financial Conduct Authority announced that it had decided to proceed with its review of the retirement advice market. Also known as “Assessing Suitability 2”, the review is designed to assess the process financial advisers use to deliver retirement advice as well as the quality of their advice.
Major news for the funds industry came out of Europe last month (May) when three fund markets were added to the European Fund Classification (EFC) system.
As part of its Retail Investment Strategy (RIS), the European Commission adopted proposals late last month for an omnibus directive to update UCITS, AIFMD, Solvency II, MiFID II and the IDD, and a regulation to “modernise” the PRIIPs KID with targeted changes, rather than a wholesale revamp.
The integration between FE CashCalc and FE Analytics is now live and will enable those who have a licence to both the ability to generate a Medium Scan from within FE CashCalc, easily export a portfolio from FE CashCalc into FE Analytics, and quickly download documents such as FE Analytics factsheets from within FE CashCalc.
There’s still a lack of clarity as to how pension tax rules will change given this year’s Spring Budget. In this time of uncertainty, retirement planning for your clients has become very challenging. How can you provide certainty and confidence for your clients when the regulatory future is outside of your control?
The importance of ESG data in the financial industry has become increasingly high in recent years. This is strongly driven by global standards like TCFD, TNFD, or regulations like the European Union’s Sustainable Financial Disclosure Regulation, or the Sustainability Disclosure Requirements in the UK.