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Showing 1 to 12 of 254 search results for Advice and Guidance section of the Financial lives.

1. Financial Lives survey

   Based on nearly 13,000 face-to-face and online interviews, Financial Lives is our largest tracking survey of adults and their finances. It reveals a wealth of information about different types of consumer and their experiences of financial products and services.

2. Finding an adviser

   How to find a financial adviser

3. Financial Lives Survey 2022: Weighted data tables: Volume 14: Advice and Guidance [xlsx]

   Financial Lives Published: 26/07/2023
   These are the weighted data tables from the Advice and Guidance section of the Financial lives 2022 survey. The survey gives detailed information on UK adults, their product holding, attitudes and engagement with financial providers.

4. Financial Lives Survey 2020: Weighted data tables: Volume 15 - Advice and Guidance [xlsx]

   Data Published: 11/02/2021
   These are the weighted data tables from the Advice and Guidance section of the Financial lives 2020 survey. The survey gives detailed information on UK adults, their product holding, attitudes and engagement with financial providers.

5. Financial Lives Survey 2022: Tracker data tables: Volume 14 - Advice and Guidance [xlsx]

   Financial Lives Published: 26/07/2023
   These are the weighted tracker data tables from the Advice and Guidance section of the Financial lives survey. The survey gives detailed information on UK adults, their product holding, attitudes and engagement with financial providers. These tables

6. Financial Lives Survey 2020: Tracker data tables: Volume 15 - Advice and Guidance [xlsx]

   Data Published: 06/05/2021
   These are the weighted tracker data tables from the Advice and Guidance section of the Financial lives survey. The survey gives detailed information on UK adults, their product holding, attitudes and engagement with financial providers. These tables

7. Financial Lives 2020 survey

   Financial Lives Published: 26/07/2023 Last modified: 26/07/2023
   Find out more about the Financial Lives 2020 survey including the FCA's reports and data. 

8. FG17/8: Streamlined advice and consolidated guidance

   Finalised guidance Published: 28/09/2017 Last modified: 11/05/2018
   This is our finalised guidance on streamlined advice and the fact find process. The summary of feedback outlines the response to our consultation.  We have updated it to include guidance from our Advice Unit in response to queries received from

9. Consumer credit research: debt management

   Tasks for regulated firms Published: 06/08/2015 Last modified: 16/02/2023
   Read our research to understand the debt management market and the people that use it. 

10. Business interruption insurance

    Firms Focus areas Published: 11/05/2020 Last modified: 30/04/2024
    Find out about how we obtained legal clarity on business interruption (BI) insurance during the coronavirus (Covid-19) crisis. 

11. Investment pathways: Post-implementation review

    Multi-firm reviews Published: 11/07/2023 Last modified: 11/07/2023
    Review on rationale and take-up, value, communications and asset allocation for investment pathways, and how these could impact consumer outcomes.

12. Our innovation services

    Firms Published: 27/03/2022 Last modified: 01/08/2023
    The FCA promotes innovation by offering a range of market facing tools and services for innovative firms. Find out more about the support on offer.