Rebroking protection under Consumer Duty

An extension of the advice process

clock • 3 min read

Tony Müdd, divisional director, development and technical consultancy, St. James's Place Wealth Management, analyses how rebroking could become a core competency for advisers under Consumer Duty.

In the run up to 31 July 2023, there were more articles on the Consumer Duty than you could shake a stick at. In truth, most trotted out the same stuff: a sea change in attitude, the need for all to fully embrace a cultural shift, it was a license to print money for consultancy firms, the list goes on. Now we are in the thick of it: witnessing the application of PS22/9 and the practical implications of the changes most of us have had to make to almost all aspects of how we operate: including advice. One of the more controversial protection advice issues, with divergent views between dist...

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