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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Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets.
Hear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice world. Bringing together a high-level audience who can engage with the…
Date & Time: 24th Sep 2026 (8:00) - 24th Sep 2026 (17:00)
CPD: TBC
Location: Live
The Advice Group is a consultative group. Its role is to consider issues from an adviser and financial planning perspective...