PFS adds Consumer Duty ‘toolkit’ for members

The Personal Finance Society, the 40,000 member professional body for Financial Planners, has launched a “practical toolkit” to help members embed the FCA’s new Consumer Duty requirements which begin on Monday (31 July).

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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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Financial Planning firm launches ‘tool-kit’ for millenials

A Financial Planning firm has launched a new 'toolkit' to help millennials ‘poorly served’ by the advice sector to plan their financial futures.

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