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Showing 43 to 52 of 254 search results for Advice and Guidance section of the Financial lives.

43. 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.

44. Finding an adviser

    How to find a financial adviser

45. Guidance for firms

    Tasks for regulated firms Published: 13/05/2015 Last modified: 08/02/2023
    Regulated firms must follow our rules. Find out how guidance can help them do that.

46. Financial Lives Survey 2020: Tracker data tables: Volume 5 - Advice incidence [xlsx]

    Data Published: 06/05/2021
    These are the weighted tracker data tables from the advice incidence 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

47. Assessing suitability

    Tasks for regulated firms Published: 19/02/2016 Last modified: 06/03/2020
    FCA outlines the process you should follow to assess suitability of for a client

48. Financial Advice Market Review: final report [pdf]

    Corporate documents Published: 14/03/2016 Last modified: 14/03/2016
    This report presents a series of measures aimed at stimulating the development of a market that provides affordable and accessible financial advice and guidance for everyone, at all stages of their lives. It also contains proposals designed to

49. Financial Lives 2022 survey

    Financial Lives Published: 26/07/2023 Last modified: 20/03/2024
    Find out more about the Financial Lives 2022 survey including the FCA's published reports and data. 

50. Contact Primary Markets

    Markets Published: 03/05/2016 Last modified: 20/12/2022
    The contact details for our primary market specialists.

51. Treating vulnerable consumers fairly

    Tasks for firms Focus areas Published: 27/07/2020 Last modified: 21/03/2024
    Find out about our work on the fair treatment of vulnerable customers, including why vulnerability matters, how it affects your firm, and our guidance on supporting customers in vulnerable circumstances.

52. What we publish

    Last modified: 19/03/2024
    We publish a wide range of publications: consultations, policy papers, decision-making documents, research and other useful information. Find out more about the types of documents available.

53. Pension scams

    Consumers Scams Published: 10/08/2017 Last modified: 20/03/2023
    Don’t let a scammer enjoy your retirement. Find out how pension scams work, how to avoid them, and what to do if you suspect a scam.

54. Event costs

    Last modified: 08/04/2024
    Overall approximate costs for public events that we organise and publicise, from April 2013 onwards.