The Department for Works and Pensions (DWP) has produced a factsheet for pension scheme providers but which will be of interest to advisory firms.
It aims to clarify two issues, namely:
You can access the factsheet here.
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ATEB Compliance offers compliance and regulatory advice.
ATEB Suitability provides report writing software for the financial services market.
In this age of litigation, it is pretty staggering to see that even the DWP has included a legal disclaimer in this guidance.
Nevertheless, it provides a useful source of information.
Read the factsheet carefully and file for future reference.
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