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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.


Defaqto launches new suitability report template

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


Create ‘distinct’ suitability reports for insistent clients - FCA

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


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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