Consumer Duty Price and Value outcome: How to comply using the Financial Advice Hub
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Discover how the FE fundinfo Financial Advice Hub can support you in meeting the Price and Value outcome using digital onboarding, cashflow modelling, powerful calculators and financial planning tools, and whole of market investment data.
Explore how FE Analytics’ powerful tools and unparalleled data can help you make suitable, fully evidenced recommendations that meet the needs of your clients, and help you comply with the Consumer Duty Products and Services outcome.
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.
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?
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.
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.
It’s been a reversal of fortunes for many funds in the latest FE fundinfo Crown rating rebalance with nearly 50 funds changing their rating by 3 or 4 Crowns compared to 35 at the last rebalance.
Many traditional approaches to retirement planning do not involve a centralised retirement proposition and are much less likely to account for those new risks seen in decumulation, such as sequencing risk, meaning clients run a greater risk of not achieving their retirement goals.