EmbarkPod

Embark MiniPod Special: Are Advisers too confident regarding Vulnerable Customers?

November 01, 2022 Embark Group Season 2
EmbarkPod
Embark MiniPod Special: Are Advisers too confident regarding Vulnerable Customers?
Show Notes

The latest Investor Confidence Barometer is now here!

As part of its findings, Product Marketing Manager Andrew Phipps joins Roger Hearing on the latest miniPod as they discuss Consumer Duty - how advisors are 'buying into it' and what it ultimately means for customers.

🙈 Are Advisers still underestimating the true numbers?
👍 60% say Consumer Duty will be good for clients(!)
🎭 The two findings highlighting the intended and unintended effects

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