DP23/5 Advice Guidance Boundary Review – proposals for closing the advice gap
PIMFA Consultation Response to FCA's Advice Guidance Boundary Review – proposals for closing the advice gap. Whilst it is true that clients with more modest amounts
might require a form of advice which is more transactional, good advice often does not result in the purchase of a product at all – it is about reassurance, drawing confidence and navigating complexity. To that end, we believe that the proposals set out within this paper are too geared towards the sale of a product
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Future of Advice
Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets.
The PIMFA Annual Dinner is the perfect opportunity to meet with industry colleagues and create new connections. We are excited to welcome PIMFA Members and friends at the PIMFA Annual…
Date & Time: 02nd Jul 2026 (18:30) - 02nd Jul 2026 (23:00)
Location: Intercontinental Park Lane
The Advice Group is a consultative group. Its role is to consider issues from an adviser and financial planning perspective...