Putting an MPS on the panel is a research decision. Keeping it on the panel is a continuing one. Under Consumer Duty, the IFA firm is part of the MPS distribution chain — fees, target-market alignment and value-assessment outputs all have to reconcile. The pieces below cover the working discipline. Cluster sits inside Investment Research and reads alongside CIP / CRP.
More content coming through Q3 2026 — the manager-research scoring template, the cost-disclosure reconciliation pattern, and the performance-attribution review cycle.
Articles
Consumer Duty for MPS firms — the FCA review
The FCA's multi-firm review of Model Portfolio Service providers and what the findings mean for an IFA's due-diligence routine on a panel MPS.
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In-house CIP vs outsourced DFM
The build-vs-buy question on portfolio management, framed against an MPS-led panel. Where each model wins on cost, control and FCA defensibility.
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