Phil Billingham: We need to tackle the 'distribution' gap
- Monday, 20 May 2024
- Comment
The ‘Advice gap’ continues to crop up in the news, whether by way of being a problem for Artificial Intelligence to solve, or the source of regret from retiring consumers who did not, or could not, get timely and useful advice at a critical time in their lives.
Read more...FCA urged to consider AI impact in guidance review
- Monday, 11 December 2023
- Articles
The FCA’s Advice Guidance Boundary Review adds uncertainty rather than removes it, Chet Velani, managing director of Financial Planning fintech EV Financial Solutions has warned.
Read more...SJP warns on dangers of ‘blurring’ advice boundaries
- Friday, 08 December 2023
- Articles
St James’s Place - one of the UK’s largest wealth managers with more than 4,700 advisers - has given a cautious welcome to the FCA’s ‘simplified advice’ proposals published today but warned that the boundaries between advice and guidance must remain clear to avoid consumers being mis-sold.
Read more...FCA issues new pension transfer guidance
- Thursday, 31 August 2023
- Articles
The FCA has issued new guidance to advisers on giving pension transfer advice to vulnerable clients.
Read more...