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Delivering value and good customer outcomes.
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Tuesday, 20th June 2023, 10:00amConsumer Duty is placing focus on delivering the best possible outcomes for clients.
Now more than ever, advisers must have robust processes and be able to evidence fair price and value, and how they are helping clients achieve their objectives.
So, what does this mean for tax-efficient investments? What should you be considering in light of Consumer Duty? And how can they help you in your pursuit to deliver good outcomes and fair value?