Financial Planning fintech Dynamic Planner has launched a financial wellbeing questionnaire enabling advisers to identify client vulnerability characteristics in compliance with the forthcoming Consumer Duty.

Spending on new technology is the biggest driver of increased investment by adviser firms ahead of the implementation of Consumer Duty coming into effect from the end of July.

As the launch of Consumer Duty comes ever closer, adviser platform Nucleus has created an online hub to help prepare and support Financial Planners and advisers.

John Moret is one of the UK's leading pensions and SIPP experts and commentators. As he enters his 75th year, still working part-time, he continues a series of articles for Financial Planning Today looking back at his long career and key topics which have steered the pensions sector. In this second article he reviews the impact of the 'Dear CEO' letter the FCA sent to SIPP firms recently and what is means for regulation.