Targeted Support - A New Beginning
Modular technology for tomorrow's market
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A New Beginning
The introduction of targeted support has the potential to be the most significant change to the distribution landscape in a generation, but we’re only going to realise this if we grab the opportunity.
The recent past has seen a polarisation between financial advice (based on a personal recommendation being made to the customer) and everything else, which is primarily based on the provision of information and stops well short of a personal recommendation. Targeted support aims to fill that substantial gap.