As we draw closer to the full implementation of the Consumer Duty, we will be looking at the impact for firms advising on retirement and later life. The need to respond to the changing needs of clients has come at a time when many are facing challenges due to significant moves in the investment market, a backdrop of high inflation and a cost of living crisis. How will we navigate through this perfect storm? What vulnerabilities might present themselves and how do we respond?

Our series on Consumer Duty focuses on the needs and objectives of those in retirement and later life. We’ll be looking at what a good review process should include, the additional considerations when dealing with elderly clients and their families and what more can be done to support clients in vulnerable circumstances.

We hope you can join us as we explore these areas and share valuable insights and actionable steps to improve client outcomes.

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