Visit the Columbia Threadneedle Investments sponsor area

21st June 2023

Segmenting your client base (45 minutes)

45 mins structured CPD available by registering for Adviser Edge.

The new Consumer Principle at the heart of Consumer Duty requires firms to ‘act to deliver good outcomes for retail customers’ and details a number of areas to which firms must pay regard. Knowing your clients’ needs and objectives and communicating with them effectively is key. Learning the principles behind segmenting your client base will help you tailor relevant and personalised communications.   

Read more

Log CPD

You need to be logged in to see and add to your CPD Record

Login Now

Related Articles_

Rathbones Asset Management - The Sharpe End podcast: Fresh Intel

A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary of the broad AI infrastructure build-out.

Read More

There's more to 'value' investing than valuations

Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.

Read More

Business Sentiment Tracker: Business confidence falls in Q2 2026

Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.

Read More