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Showing 242 to 251 of 260 search results for full Financial Lives 2022 survey.
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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. -
Helping firms provide more support to customers making investment decisions
Examples on providing consumers with greater levels of support, including getting closer to the advice guidance boundary for giving a personal recommendation. -
Rules that apply to firms in SRO and fund operators in the TMPR
We summarise the rules that apply to firms in the temporary permissions regime (TPR) and fund operators in the temporary marketing permissions regime (TMPR). -
Implementing Technology Change
This review sets out the findings from our cross-Financial Services change management review which looked at how financial firms manage technology change, the impact of change failures and the practices utilised within the industry to help reduce -
5 million pension savers could put their retirement savings at risk to scammers
The FCA and The Pensions Regulator are warning the public about fraudsters targeting people’s retirement savings. This warning comes as new research suggests that 42% of pension savers, which would equate over 5 million people across the UK, could -
Implementation group on changes to deliver switching options for mortgage prisoners
The group assists industry in preparing for rule changes introduced in 2019 and to promote greater lending flexibility by firms. -
Branch and ATM closures or conversions; good practice and areas for improvement
Find out more about the good and poor practice the FCA has seen when supervising firms planning branch or ATM closures or conversions. -
Improving the Appointed Representatives regime through greater use of data
This publication includes data from the FCA's 2021 and 2022 data requests sent to principal firms and authorisation information collected from firms. It also outlines how the FCA is improving the Appointed Representatives’ Regime (AR) regime and -
Understanding approaches to D&I in financial services
The FCA observed how financial services firms are designing and embedding diversity and inclusion strategies. The observations give an overview of initiatives to improve diversity and inclusion, which industry leaders can consider in reviewing their -
The new simplified advice regime and the advice / guidance boundary review
Speech by Therese Chambers, our Director of Consumer Investments, delivered at the TISA Financial Advice and Guidance Conference. -
PS23/3 – Creation of a baseline financial resilience regulatory return: Feedback to CP22/19 and final rules
We set out the final rules for a new financial resilience regulatory return for solo-regulated firms.