I’m reading a lot of articles that seem to suggest that #ConsumerDuty is beginning to cause a shift, with businesses adapting their business models. This looks like a useful webinar. I’m interested to hear about what other firms are doing on issues such as fee charging. For example, are percentage fees on the way out? #FinancialPlanning #Professional
Looking for clarity on how Consumer Duty applies to the ‘coalface’ of delivering financial advice? This new webinar looks at the key building blocks of good advice and the practical steps firms have taken. A great panel of experts with Michael Lawrence, John Porteous, Nick Eatock and David Ferguson Learn more and register https://bit.ly/49Gx1cJ #ConsumerDuty #FinancialPlanning #FinancialAdvice Personal Finance Society The Chartered Institute for Securities & Investment (The CISI) The London Institute of Banking & Finance APAC PIMFA - Personal Investment Management & Financial Advice Association Society of Later Life Advisers
Director/Independent Financial Planner at Livesmart Financial Planning
9moI am definitely offering every fee option on new clients, and clients whereby we don’t actually do so much other than an annual review. A few are going flat fee, some are still going percentage as they don’t seem bothered either way. Not many seem to opt for time based but I offer it.