This webinar provides a compliance overview of your responsibilities under The Consumer Duty and how we support adviser firms to fulfil those responsibilities.
Join us on 18th January 2023 at 12pm!
Our Head of Compliance, Jayson Upton, will help give you the insight and confidence you need to comply with the consumer duty requirements and deliver good outcomes for retail customers.
Timeline Planning reports can be produced to hold on file.
A key emphasis for the consumer duty is on the need to evidence that the adviser has explained things in a way that the client can understand. There also needs to be evidence that the client has engaged in this process and understood. Here's how Timeline Planning can help:
Retirement modelling shows the clients the range of possible outcomes.
Timeline Planning reports can be produced to hold on file.
Timeline is the UK’s premier turnkey model portfolio service offering evidence-based investing
exclusively to financial planning firms. We use technology to cut out unnecessary costs, inefficiencies and anxiety for advisers, while improving the long term investment returns for their clients:
All of our online sessions here at Timeline are recorded. This way we can distribute what we've covered to you, the attendee, creating sustainable learning and supporting assets.
This webinar will be more intimate, in the form of a Zoom Meeting rather than a Zoom Webinar. Meaning we can deliver a better personal experience.
All of our online sessions here at Timeline are recorded. This way we can distribute what we've covered to you, the attendee, creating sustainable learning and supporting assets.
This webinar will be more intimate, in the form of a Zoom Meeting rather than a Zoom Webinar. Meaning we can deliver a better personal experience.
©2023 Timeline Holdings Ltd. All rights reserved. Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676.
Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.
Timeline, 50 Liverpool Street, London, London EC2M 7PY, United Kingdom, 020 3427 5467.