Restricted  

Restricted advice: The key to the industry's future?

  • To gain a greater understanding of restricted advice models
  • Learn about new entrants into the space
  • Understand how both restricted and independent models can help plug the 'advice gap'
CPD
Approx.30min

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Indeed, if lessons truly have been learned, growth in the restricted space, although clearly not catering for all consumers, should mean advice starts to reach a greater number of people in desperate need of it.

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. How many firms has Standard Life's 1825 acquired since its inception?

  2. According to FAMR, what percentage of advice firms operate as independent?

  3. Mr Thompson says both types of advice can be delivered with the character and respectability of what?

  4. What does Mr Smith say about the aim of Quilter's FAS?

  5. How many advisers graduated from SJPs academy last year?

  6. What does Mr Ariyawansa say about banks offering advice?

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You have successfully answered all the questions correctly, well done!

You should now know…

  • To gain a greater understanding of restricted advice models
  • Learn about new entrants into the space
  • Understand how both restricted and independent models can help plug the 'advice gap'

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