Consumer Duty

New discretionary trust form includes cohabitees

Supporting protection advisers on Consumer Duty requirements

New breakdown of AMI Viewpoint report from a gender lens

75% expect rising interest in private healthcare plans in 2024

Reputation was more important to women

“Protection remains an extremely important area for us as a network”

Proactive approach in identification and support

61% of advisers report having less time to advise clients

Many firms have already made “great progress”

An extension of the advice process