Elevation will be placed into PlannrCRM
"We can't only look at the FCA's rules, it’s about cultural change"
‘Proposals to publicise investigations are a worrying development’
To meet Consumer Duty and vulnerability regulatory expectations
64% of all advice suitability complaints were upheld
Reshaping talent acquisition and development within financial services
Forming plans to streamline processes and services
Pressure and workload are causing unrest