Elsewhere, Ferguson also said that rolling suitability was key for advisers to deliver for their clients, particularly with enhancements in the digital tools available to them.
“World class client management will be anchored around the concept of rolling suitability and delivered across straightforward, tailored and secure communications, whether online or offline,” he said.
“Rolling suitability requires an ongoing assessment of on- and off-platform assets and continuous validation that things remain on track.”
