Important reminders
Significant changes are imminent relating to disclosure documents and also GI renewals.
Compliance
Changes to General Insurance Renewal Rules
A reminder for general insurance intermediaries
Acquiring clients from other firms
The FCA has issued guidance on the issues around acquiring clients from other firms
Pension Related News Four
Fourth and final free instalment of Pensions Related News
Pensions Related News Three
Please see the third instalment of Pensions Related News
Pension Transfers and IHT
HMRC has lost a landmark appeal where IHT was charged following death within two years of a pension transfer.
Must read – Pension Alerts
The FCA has issued two alerts that are essential reading for Pension Transfer specialists.
Pensions Related News Two
Please see the second instalment of Pensions Related News
FSCS deposit protection limit to increase
FSCS has confirmed protection for deposits is to increase back to £85,000
Pensions Related News
We would like to take the opportunity to introduce you to Paul Clark of Russelldene Consulting Ltd