Tag Archives: suitability

60% of UK wealth manager’s customers getting “unsuitable advice”?!?

Posted on December 21, 2015 by henry tapper

This arrives in an email from my friend Per Andelius. It refers to the FCA thematic review that can be found here. It’s a brilliantly written article and if anyone knows its source, please send it me, as I would … Continue reading →

Posted in pensions | Tagged annuity, Business, FCA, Financial Conduct Authority, Financial services, Financial Services Authority, pensions, suitability, thematic review, wealth management | Leave a comment

Tag Archives: suitability

60% of UK wealth manager’s customers getting “unsuitable advice”?!?

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