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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Contact ATEB for assistance with managing the impact of COVID-19.
Abridged Advice Report Tweaks & New Provider Text
Don’t get caught out by the transitional period.
The FCA has published rules that will apply following the end of the EU Withdarawal Transition in December 2020.
The FCA has concerns over the safeguarding of client assets.
The importance of ‘knowledge and experience’
Alistair MacDougall Compliance FCA, Mortgage, Pension, Pension Transfer, PI
How do you assess and take account of the client’s knowledge and experience?