Protection Guru (.co.uk) has collated useful information from, and links to, a variety of providers about how COVID-19 interacts with cover under their protection policies. That information can be accessed here.
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The FCA has issued another alert aimed at firms advising on pension transfers or switches into SIPPs to accommodate non-mainstream investments.
Are you communicating clearly?
The changes outlined in the FCA’s Mortgage Market Review come into being on 26th April. This article acts as a reminder to firms of the changes. Please ensure that the updated processes and documents are now in place.
The Transition from Pre-RDR to Post-RDR Unit Classes
Steve Bailey Compliance 2016, FCA, Switch
Changing customers to post-RDR unit classes – important guidance.