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The FCA is committed to increasing interaction with the personal finance sector, especially amongst smaller firms who can often feel under-represented, even though they account for over 80% of regulated advice firms.
You may have already received an email directly from the FCA confirming their participation in Consumer Duty and the Evolution of Financial Planning – an event dedicated to the dynamics and needs of smaller firms.
We think this looks like a really worthwhile day and a great use of your time so we are happy to support and bring to your attention. Money Alive will also be there talking about new ways to engage with consumers and ensure full audit trails for your client conversations.
The Consumer Duty Alliance has worked with the FCA and Alliance Affiliates to develop an in-person programme that gives you the chance to get the information you need for your business, including :
- FCA keynote session on their 2-year strategy for the Advisers and Intermediaries sector.
- FCA live demonstration of the Retirement Income Advice Assessment Tool (RIATT).
- Opportunity to interact directly with the FCA through feedback sessions and an all-day clinic.
- Good practice in action – see how firms are making aspects such as technology and intergenerational wealth transfer work for them.
- Proven ideas to get remuneration strategy right in a client-centric financial planning business.
- Free resources available now to help firms meet their Duty requirements and business opportunities.
Consumer Duty and the Evolution of Financial Planning is a free-to-attend event, please share this invitation with colleagues.
Numbers are limited so act quickly to secure your space.
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