ATEB appoints Technical Manager
We are pleased to announce the appointment of Alistair MacDougall as Technical Manager. Alistair brings a wealth of industry experience
Steve Bailey
Financial Advice Market Review
Launched in August 2015 in the light of concerns that the market for financial advice was not working well for
FCA ‘Live and Local’
The FCA has announced a year long programme that will see them visit all UK regions. The ‘Live and Local’
Mortgage Credit Directive Changes
The European Mortgage Credit Directive (MCD) sees new rules apply from 21 March 2016 to firms that deal with mortgages.
Brexit
With full credit to Gavin Lumsden of New Model Adviser in this instance, for those of you struggling, as is
Does your research and due diligence stack up?
Nothing stands still in the world of financial advice. Change did not end with the implementation of the RDR and
FSCS Compensation Limits
The amount of compensation that the FSCS can award is complicated and varies depending on the product type. As such,
DWP Factsheet
The Department for Works and Pensions (DWP) has produced a factsheet for pension scheme providers but which will be of
Capital Adequacy Requirements
We have received some queries from clients following the clarification by the FCA of the New Capital Adequacy requirement for
Exactly what is ‘capacity for loss’?
It has long been the case that advisers must identify each client’s attitude to risk when making a personal recommendation.