Using FE CashCalc to Comply with the Consumer Duty Products and Services Outcome
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The Alpha Manager Rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their whole career history, allowing you to instantly identify those managers who have consistently outperformed benchmarks and their peer group over time.
Even more ESG-related information and functionality has been added into FE Analytics, each designed to help ensure you have easy access to decision-useful information and can make an investment decision better aligned with your clients' objectives and values.
Financial advisers have significantly increased their focus on sustainable and responsible funds since the Covid-19 pandemic, leading industry statistics from FE fundinfo has shown.
Importing up-to-date valuations into FE CashCalc is viewed by many financial advisers as a feature which significantly helps increase the efficiency of their annual review process. Here, we demonstrate how to import a plan's latest valuation.
In July 2022, the Financial Conduct Authority (FCA) set out the final rules and guidance for a new Consumer Duty; forming the cornerstone of its three-year strategy and a key element of its work to set and test higher standards.
Regulatory pressure, coupled with the rise in inflation and the cost-of-living crisis, is placing a spotlight on how advisers deliver investment solutions for retirees. How can you ensure your approach is robust, compliant, and balances risk appropriately?
The Spring Budget announced by the Chancellor brought a shake-up in pensions regulation. As well as assessing the impact this will have on their clients, advisers may have to re-examine how they are offering retirement advice in this new light. Read on to learn FE Investments’ views on what the Budget means for advisers and their clients, and what additional pension changes could soon follow.
Since the EU’s Sustainable Finance Disclosure Regulation (SFDR) came into force in March 2021, we have had some significant updates, including confirmation from the European Commission that Article 9 funds should only invest in sustainable assets and an amended Taxonomy that now includes natural gas and nuclear power, with the consequent changes to disclosure templates less than two months after coming in.
FE fundinfo – the global leader in investment fund data and technology – issued its response to the Chancellor’s 2023 Spring Budget focusing on the implications it will have on retirees following the changes to the pensions tax allowance as well as the lack of mentions of sustainability.
Any replacement to the Packaged Retail and Insurance-Based Investment Products (PRIIPs) regulations can only be effective when retail investors actually read them, FE fundinfo – the global leader in investment fund data and technology – has stated in its response to HM Treasury’s consultation.