Just over 12 months ago, the Financial Conduct Authority set out its strategy for consumer investments, with the aim of seeing the investment market a safer place to invest with confidence.
Discussing privilege in the context of diversity and inclusion (D&I) is a touchy subject but one which is essential when running a modern financial planning business, delegates heard.
Financial services firms are “well placed” to live up to the “step up in standards” brought about by the Consumer Duty rules but forward implementation planning is essential.