Visit the Columbia Threadneedle Investments sponsor area

21st June 2023

Segmenting your client base (45 minutes)

45 mins structured CPD available by registering for Adviser Edge.

The new Consumer Principle at the heart of Consumer Duty requires firms to ‘act to deliver good outcomes for retail customers’ and details a number of areas to which firms must pay regard. Knowing your clients’ needs and objectives and communicating with them effectively is key. Learning the principles behind segmenting your client base will help you tailor relevant and personalised communications.   

Read more

Log CPD

You need to be logged in to see and add to your CPD Record

Login Now

Related Articles_

Last chance to join: PruFund Power Hour

There's still time to register for Tuesday 25 August (15:00–16:00). Join M&G's experts for 60 minutes on what today's markets mean for your clients – covering concentration risk, retirement suitability, behavioural finance and the latest PruFund performance and EGRs. Includes 60 minutes of unstructured CPD.

Read More

How resilient is your Centralised Investment Proposition (CIP)?

Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain market environment.

Read More

Still time to register: Pensions and IHT

With under 8 months until most pensions fall into the IHT net, join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's paid, and case studies on reducing it – covering DGTs and loan trusts. Up to 90 minutes of CII CPD.

Read More