CONTENTS

REGULATORY EXPERTISE

6 A regulator calls Keeping on top of Consumer Duty requirements

9 Regulatory horizon scanner What ' s coming up for the remainder of 2023

12 Spotlight on the Quality Advice team How technology is transforming our compliance services

16 Inside pension technical The team answer some of your most frequent questions

What ’ s next for technology in the adviser market ?

An interview with Fintel Joint CEO , Matt Timmins

Winning back time

How to free up more time to spend with your clients

FINANCIAL TECHNOLOGY

19 Special Feature - Client engagement How better communication leads to better business

20 Building stronger client relationships through technology Can technology transform your advisory process ?

22 Communicating your value Making your client communication targeted and relevant

23 It ’ s time advisers got the recognition they deserve Why championing good advice helps build public trust

24 Your complete advice process Centra just keeps getting better and better

26 Discover the future of identification verification Embrace the most robust document verification on the market

31 Artificial Intelligence - jobs destroyed or jobs created ? A look at the potential impact on the job market

4 | the adviser