Pensions Report 2023
The aim of this report is to provide a detailed look at pension ownership and consumer attitudes towards pensions in the UK, and to explore the appetite for pension engagement and approaches to pension pot consolidation. This report also digs into the retirement journey, including financial plans for retirement, triggers to retirement and the role of semi-retirement / paid work in retirement.
A Framework for Measuring Value for Advice Firms
The FCA’s Consumer Duty requires regulated financial providers to evidence that they are providing good outcomes for the end customer. This report introduces a framework that can be used as a tool by advice firms to measure and benchmark the outcomes they are providing for their clients.
Citywire | The Advice Show Podcast
Holly Mackay joins Benchmark's Ed Dymott where they explore the 27 drivers of ‘fair value’, and what clients are looking for from their advisers.
A new Consumer Duty
Following the July 31 deadline, we have been working with leading firms on implementation on all necessary reviews across products and services to ensure they are consumer duty complaint.
Consumer Duty – The Sequel
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