By now you’ll have done all the hard yards on the consumer duty – the planning, fair value assessments, you name it - and are comfortable that you’re ready for the Consumer Duty regulation. But one particular subject we haven’t yet covered in detail as part of our Consumer Duty series is client vulnerability.
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
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