Recommending a ‘do not transfer’
Here is a question. If a client is being recommended NOT to transfer, do you still need to identify a
Paul Caine
Changes to DB Transfer redress calculations
FCA redress guidance has been updated as at March 2021 – this article explains the background as at the date
Should clients take Abridged Advice?
Assessing suitability has always essentially been based around the same overarching principles … The recommended product type should