Merging Flexi-Access Drawdown Plans
Is it possible to merge Drawdown Plans?
Alistair MacDougall
Adviser fees – the FCA’s next target?
It seems highly likely that adviser fees will come under FCA scrutiny.
Pension Switches – a timely reminder
The regulator first published guidance on pension switching advice in 2009. It still applies yet firms do not always meet […]
ATEB launches risk profiling process
Fish, tree or river?
Advising on Pension Transfers
Read about the most common failings with transfer advice and how to avoid them.
Treatment of Politically Exposed Persons (PEPs)
This is a uesful FCA consultation if you have PEPs
Important reminders
Significant changes are imminent relating to disclosure documents and also GI renewals.
Acquiring clients from other firms
The FCA has issued guidance on the issues around acquiring clients from other firms
Changes to General Insurance Renewal Rules
A reminder for general insurance intermediaries
Pension Related News Four
Fourth and final free instalment of Pensions Related News