Half of advisers segmenting clients / 2 in 3 FOS adviser complaints related to suitability / New in-house platform for Wesleyan

Financial Planning News: Half of advisers segmenting clients / 2 in 3 FOS adviser complaints related to suitability / New in-house platform for Wesleyan ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

‍    • New: Get a chance to win a £50 M&S voucher in our annual survey prize draw - plus raise money for charity too! Find out more. •   ‍  Today's Top Stories      1 in 2 advice firms looking at segmenting clients Two thirds of FOS adviser complaints linked to suitability £50 vouchers to win in our annual reader survey Wesleyan to launch new in-house platform Nearly 30% of Gen X confused by retirement options ‍  Trending Stories      CPI dips to 3.4% but remains 'sticky' Investors switch from equities to cash Shackleton taken over by New York private equity firm New digital wealth app targets mass affuent Pension transfer times rose during tax year end ‍  Financial Planning Jobs     Title Paraplanner - Bath - Upto £31k ‍ • Get unlimited content access   • Benefit from Unlimited access to articles + Financial Planning Today Magazine (digital edition) and a huge archive of articles and features. Cancel Anytime on monthly plan. Terms apply. Save with an annual subscription. ‍ • New Job Vacancies  • Financial Planning Today has a bespoke jobs hub for Financial Planning and Paraplanning vacancies - click here to see the newest jobs and post your vacancies. ‍ Financial Planning on Twitter / X  • For news updates and useful posts follow our editor Kevin O'Donnell on Twitter / x at: @FPT_Kevin  Your Subscription: Unsubscribe ‍ | Click here to view online  | Portfolio Publishing Ltd, Registered Address: Ross + Partners, Argyle House Northside – Suite 1B1, Joel Street, , Northwood, Middx, HA6 1NW, United Kingdom, www.financialplanningtoday.co.uk

MANAGE NOTIFICATIONS