The Succession Alliance, a taskforce created by the independent professional organisation the Consumer Duty Alliance, has launched a profession-wide survey to explore succession planning across financial advice firms in the UK.
The Financial Vulnerability Taskforce has called on the independent Commission on Adult Social Care to investigate how immediate needs annuities could help fund later-life care.
The Women’s Wealth Alliance (WWA) has launched a new guide to encourage more women to see careers in personal finance and Financial Planning as accessible, flexible and rewarding.
The Consumer Duty Alliance has appointed Chartered Financial Planner Jane Hodges to its board.
The Succession Alliance taskforce has added five new board members from Loyal North, 7IM, MKC Wealth and Quilter.
The Succession Alliance, a new taskforce created by the Consumer Duty Alliance, has been launched with a focus on improving exit outcomes across the Financial Planning profession.
There’s been a 14% decline in UK retail investment advice firm numbers over the past two years, according to new analysis of official data.
More than nine out of 10, 93%, of women who are currently or have previously been in a Financial Planning role would recommend it to other women, according to the Women in Personal Finance survey.
The Consumer Duty Alliance, the not-for-profit professional body supporting the FCA's Consumer Duty standards, has welcomed the Chancellor’s unexpected decision to order a review of some elements of the Duty.
The Consumer Duty Alliance (CDA), a not-for-profit body supporting the Consumer Duty changes, has today launched a new data forum to assess what a data-led regulator means for advisory firms.
Financial adviser firms have, on average, completed 75% of their Consumer Duty transformation changes, according to a new survey.
The Consumer Duty Alliance, the not-for-profit industry group supporting advisers with their Duty commitments, has called for the FCA to issue more sector-specific guidance on vulnerability.
The FCA’s head of supervision Nick Hulme will lead a Consumer Duty Alliance event this autumn aimed at highlighting the problems faced by smaller advice firms.
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