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Solutions over products - the ‘client first’ approach
- Financial Advice
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- 16.08.24
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The introduction of Consumer Duty made things crystal clear for advisers – firms must put clients’ needs first, pure and simple. All parts of advisers’ proposition are under greater scrutiny, to not only create positive outcomes for clients but in a way that delivers value for money. Ken Scott, Head of Investment Solutions at Royal London, describes how the mutual has been designing its adviser propositions around the client. This, he says, helps the Governed Portfolio and Governed Retired Income Portfolio ranges remain flexible and responsive to clients’ needs. Read more in this Spotlight...