Industry Insight, Press

Tackling Annual Suitability Reviews – Olympics style

Posted on 07/08/202108/09/2021 by Laura Pearson

With Team GB absolutely smashing the Olympics, in this article Holly Johnson of Para-Sols and The Art of Finance, carries on the exciting Olympic theme when talking about the perhaps not so exciting Annual Suitability Reviews and what the bronze, silver and gold standards could look like.

There remains a huge amount of misinformation and confusion around Annual Suitability and our requirements under MiFid. So I’m putting on my coaching tracksuit and hoping I can help you get that perfect 6.0 in yours.

Read more in our Professional Paraplanner article here.

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