Consumer Duty

How do advisers effectively cover vulnerable consumers?

Are advisers salespeople?

Supporting Consumer Duty obligations

New discretionary trust form includes cohabitees

Supporting protection advisers on Consumer Duty requirements

New breakdown of AMI Viewpoint report from a gender lens

75% expect rising interest in private healthcare plans in 2024

Reputation was more important to women

“Protection remains an extremely important area for us as a network”

Proactive approach in identification and support