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Ex-regulator’s risk tool guide highlights limitations

Former FCA technical specialist turned consultant Rory Percival, a Chartered Financial Planner, has today published his long-awaited guide to risk-profiling tools.

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Percival urges planners: Move to non-contingent charging on DB

Former FCA technical specialist Rory Percival has urged Financial Planners and advisers to move to non-contingent charging on DB transfers.

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Rory Percival, Jason Butler headline at ‘Utopia or Dystopia’

Former FCA specialist Rory Percival and well known Financial Planner Jason Butler are among the headline names that have been revealed for a Financial Planning conference.

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Percival: 7 months to ensure risk profile tools ‘fit for purpose’

Ex-regulator Rory Percival has warned Financial Planners they have just 7 months to ensure the risk profile tools they use are ‘fit for purpose’.

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