RetireInvest Consumer Duty Update
The Financial Conduct Authority (FCA), which regulates all financial advisory businesses, has introduced new rules effective from 31 July 2023. These new rules are collectively known as Consumer Duty and are designed to ensure that clients have:
Our advisers have over 100 years of combined experience in helping clients navigate complex financial markets.
- the support they need, when they need it
- communications they understand
- products and services that meet their needs and offer fair value.
Consumer Duty represents a fundamental change to the way financial services firms operate. Just like all other financial services businesses across the country, it has initiated a review of our services and how we deliver advice to clients.
To read more about Consumer Duty, please visit the FCA website.
Ensuring service excellence
At RetireInvest, we have always been committed to delivering the highest quality of advice and service, at an appropriate price; as such, most of our clients will be largely unaffected by the regulatory changes that have come into force.
The benefits of working with RetireInvest
When you work with RetireInvest, you are entitled to the following benefits:
- Year-round telephone, email and online access to your adviser and our client support team
- Annual assessments of your financial plans and progress towards your financial goals
- Informative newsletters and communications to keep you up to date with the latest financial news
- Part of the award-winning FT Top 100 network, Quilter Financial Planning meaning our expert advice is guaranteed
- A rigorous investment approach, with all recommendations robustly vetted by Quilter’s Investment Oversight Committee (IOC).
Always here to assist
Should you have any questions about Consumer Duty, we’re always here to assist and can be contacted at any time on 0800 028 4040. You can also email us at info@retireinvest.co.uk.