Future of Advice
Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets.
Visit the Future of Advice dedicated microsite on this topicPIMFA Ongoing Advice Services – Guidance for firms
PIMFA response to Financial Ombudsman Service: Evolving our funding model
PIMFA response to FCA CP25/22 Modernising the Redress System
PIMFA response to Review of the Financial Ombudsman Service
PIMFA Under 40 Leadership Committee Report 2023 (December 2023)
Journal #28
FSCS Consumer Research: Attitudes towards financial advice 2023
New City of London Corporation report – The UK: a top destination for financial and professional services investment
EY: THE EVOLUTION OF ROBO-ADVISORS AND ADVISER 2.0 MODEL
PIMFA Simplified Advice Report – Up the Ladder
PIMFA Journal Edition #31
FCA – Advice Guidance Boundary Review
Suitability Guide
PIMFA Response to the Financial Services Strategy Sector: Regulatory Cross-Cutting Reforms (Leeds Reforms)
FCA’s Strategic Shift: Balancing Risk, Growth, and Financial Crime Prevention
Is the FCA's five-year plan really a bold new strategy, or 'more of the same'? In this podcast, Simon Harrington,...