The FCA’s Advice Guidance Boundary Review is entering its critical phase. With the final hammer on targeted support dropping in January, and delivery possible from March, firms need to decide how to respond.
Gain clarity on what the new rules mean for your clients, your processes and your commercial model.
Join our expert panel of industry figureheads, journalists and the author of targeted support itself as they unpack:
- What the FCA’s targeted support regime is really trying to achieve and how it fits within Consumer Duty
- How the new boundary between guidance, targeted support and full advice is likely to work in practice
- The impact on client segmentation, journeys and communications – from first contact to review
- Governance, record-keeping and evidencing outcomes under the new rules
- How technology, data and Dynamic Planner can help you deliver targeted support confidently, at scale
