We are delighted to inform you that John Begg, Senior ATEB Consultant, has achieved the industry’s Chartered Status awarded by the Chartered Insurance Institute (CII).
As you know, Chartered Status is an exclusive title that reinforces the highest standards of professional practice.
John has added enormous value to our business since his arrival a few years ago. He brings 30 years of industry knowledge and experience, a critical eye, excellent analytical and consultancy skills and not least a wicked sense of humour.
Abridged advice – how is it going so far?
Alistair MacDougall Compliance 2015, 2018, 2020, 2021, abridged, Drawdown, FCA, Pension, Pension Transfer, PI, transfer
Based on data and live visits to firms during the period from April 2015 to rule changes in 2018 and 2020, the FCA believed that far too high a proportion of clients were being recommended to transfer safeguarded benefits. This was predicated on the longstanding rule which stated: “… a firm should start by assuming […]