Adviser 3.0: The Podcast

Ep 46 - Unpacking the CII vs PFS Debacle with Sarah Lord & Alasdair Walker

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Abraham is joined by Sarah Lord and Alasdair Walker to discuss what’s going on between the PFS and CII. You’ll gain clear insight into the issue at hand, covering:

  • What is going on with the PFS and CII, and the relationship over the past few years?
  • The announcement on 21st December 2022 and what that meant
  • What led to the CII making this decision
  • What is the primary focus of the PFS?
  • Does the CII actually have to consider feedback?
  • What is the way forward and the key actions which need to be taken?
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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