Tag Archives: thematic review

The FCA’s thematic review of advice

This review is a piece of discovery work to explore how financial adviser firms are delivering retirement income advice and assess the quality of outcomes consumers are getting.  The FCA’s state intention goes beyond understanding how pots are being turned … Continue reading

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

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

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The coffin slams shut on annuities – but will they stalk the night?

There was no smoking gun. Annuities hare not bad value but- through poor purchasing, they have delivered poor outcomes. This is my 20 word precis of the 100 page document which you can read for yourself here. This conclusion has not … Continue reading

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