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PFS adds suitability report guide

The Personal Finance Society’s Paraplanning panel has published a guide to support members in writing suitability reports.

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Defaqto launches new suitability report template

Defaqto has launched suitability report templates within its Financial Planning system, Engage Core.

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Create ‘distinct’ suitability reports for insistent clients - FCA

The FCA has suggested advisers create separate suitability reports for insistent clients.

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New suitability report guidance released after talks with FCA

The FCA has been urged to do more to encourage advisers to cut down lengthy suitability reports.

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