I was excited to be asked to join a Panel at PFS Purely Paraplanning in May 2024 alongside Mel Holman of CATS and Nick Hunt of Kroll to discuss the Consumer Duty and FCA Thematic Review of Retirement Income Advice. The June 2024 issue of the Personal Finance Society magazine, Personal Finance Professional, carried a summary of the discussion based on the Thematic Review points written by Mel and I.
The article can be found here (page 22).