Senior Client Manager
Discover OPAL's latest updates: flexible withdrawals, pension insights, portfolio comparisons & report archives for smarter financial planning!
The Financial Conduct Authority (FCA) continues to stress the importance of firms prioritizing consumer needs and delivering good outcomes.
Navigating retirement planning can feel overwhelming, especially with the myths and misconceptions that surround it.
Discover essential insights on managing closed products and board reports under Consumer Duty.
Ensure FCA compliance with thorough client risk profiling, suitability, and appropriateness checks. What are the key requirements?