What the Consumer Duty paper means for paraplanners

6 August 2022

Eleanor Palmer, paraplanning technical consultant, Quilter PCA, looks at how the Regulator’s latest major policy statement affects the day-to-day work of paraplanners, with three recommendations for best practice. The new FCA Consumer Duty paper will no doubt leave an indelible mark on the whole of the financial advice sector. Platforms, investment houses and financial advisers...