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Jul 25, 2024
Consumer Duty – A Year On
It’s now almost a year since Consumer Duty, the standard introduced by the FCA to improve consumer protection for financial services...
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Jul 25, 2024
We are very excited to announce My Care Hub!
This is an online resource that provides access to invaluable capability and support for clients in vulnerable circumstances, whether...
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Jun 18, 2024
Have you considered a Charter for dealing with vulnerable clients?
We make no apologies for revisiting the subject of vulnerability, a subject we at Matrix Capital take extremely seriously.
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May 6, 2024
Shocking new research reveals how few ‘Later Life’ divorcees access collaborative financial advice.
Divorcees invariably need financial advice. There are so many areas where professional legal advice requires complementary financial...
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Apr 2, 2024
Wealth is not an insulator against vulnerability.
Identification of vulnerability is key. For many years our own regulator, the FCA, has quite rightly given huge emphasis on how we, in...
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