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White papers

A quantitative approach to Targeted Support

White papers
Jan 8, 2025

A new era in support for decisions on pensions? The FCA published their latest consultation paper CP24/27 “Advice Guidance Boundary Review – proposed targeted support reforms for Pensions” on 12 December 2024. The FCA’s proposals aim to bridge the gap between financial guidance and advice for pensions, offering Targeted Support to help consumers make more informed decisions about their retirement savings, without providing a full personal recommendation.

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Delivering Better Consumer Outcomes within the FCA’s Current Advice and Guidance Regulations

White papers
Jun 8, 2018

Table of contents Summary Introduction Example 1:  Using Envizage to deliver guidance…

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Envizage is registered with the U.K. Financial Conduct Authority under the Payment Services Regulations 2017 for the provision of payment
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