Copia launches risk-rated decumulation portfolios

Copia Capital Management has launched five risk-rated portfolios to address decumulation risks and help advisers meet the new Consumer Duty rule to, “avoid causing foreseeable harm.”

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3 in 4 advisers behind on Consumer Duty prep

Three-quarters of financial advisers are behind with their preparations for the FCA’s new Consumer Duty which begins in July, according to a poll.

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DFM launches free Consumer Duty kit for advisers

 

Discretionary fund manager Copia Capital Management has launched a free online Consumer Duty Toolkit for adviser firms.

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