Five Questions to Ask Your AIM Manager When Conducting Your Consumer Duty Review“The future is unknowable, and you should prepare accordingly”

02 NOVEMBER 2026

“We don’t have to be smarter than the rest. We have to be more disciplined than the rest”  Warren Buffet

Are you completing a review of your existing AIM provider to satisfy your compliance team? Or are you considering the options for an AIM provider that might meet your clients’ needs before the changes to the IHT rules on SIPPs come into effect in April? There is an overwhelming amount of data available from AIM providers. It can be hard to know whether you have satisfied your regulatory obligations and enabled your client to achieve good outcomes. Our AIM team have identified five key questions that will help you.