How advisers can evidence ‘fair value’ under consumer duty
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Holly Mackay and Ed Dymott explore the 27 drivers of ‘fair value’, and what clients are looking for from their advisers.
Other recent episodes
SJP CEO Mark FitzPatrick interview in full
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Kevin Wood joins the Advice Show this week to discuss his firm, how he maintains a level of service while ensuring growth and what has happened to ESG funds.
Cash ISAs, private market pensions and PE Leaderboard
The NMA team on the week's big stories, including a scoop on cash ISA reforms and the PE Leaderboard.
Top 100 interviews: Gavid Wood of Beckett Investment Management
Our Top 100 podcast series speaks to newly-appointed managing director Wood about bringing up new talent and his private equity-backed firm’s expansion plans.
SJP’s new charges and changing funds lineup under the microscope
Citywire’s Lawrence Lever and Daniel Grote discuss major changes at St James's Place.