The Morning Briefing: Suitability sequel scrapped; savings dilemma
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TRADING UPDATES: Taylor Maritime in placing; Blackbird eyes US backing
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Paul Creighton-Williamson: Deep thinking required on client vulnerability
It s nearly two years since the Financial Conduct Authority (FCA) published its seminal ‘
Guidance Consultation 19-03 on the treatment of vulnerable customers and three months since the regulator concluded its final guidance entitled:
Both documents are lengthy, the final guidance document runs to a daunting 56 pages. However, it s one of the more critical areas for providers and advisers alike to get right, not least because in between the publication of the guidance consultation in mid-2019 and the arrival of FG21/1 in February 2021, the UK lost more than 120,000 of its people to Covid-19 and many thousands more have been rendered vulnerable as a result the effects of the pandemic.
Adrian Boulding: Five benefit statement pointers and one to avoid
Perhaps don t pick up the phone.
Adrian Boulding: Five benefit statement pointers and one to avoid
Adrian Boulding
Moves by the DWP to introduce a benefit statement season will see retirees across the country given their pension stats at the same time in a consistent format - but what do they hope people will get from the information? Adrian Boulding explores the possible outcomes
As pensions minister Guy Opperman progresses his plans for a benefit statement ‘season - as a proposed short period each year during which all people with a UK pension will receive their annual benefit statements - what are the behaviours we would like future statements to foster in receivers of these annual round-up documents?