The FCA Suitability Report Fact Sheet
http://www.fca.org.uk/your-fca/documents/fsa-factsheet-suitability-reports
explains the high level standards that the FCA expects. This is important knowledge and we recommend that you read it.
The FCA Suitability Report Fact Sheet
http://www.fca.org.uk/your-fca/documents/fsa-factsheet-suitability-reports
explains the high level standards that the FCA expects. This is important knowledge and we recommend that you read it.
Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.
ATEB Compliance offers compliance and regulatory advice.
ATEB Suitability provides report writing software for the financial services market.
Tax Year End Update
Doug McFarlane Suitability 2024, Pension, transfer, Update
Our report writing software has been fully updated on 6th April 2024 to accommodate changes to allowances, rates and reliefs for the 2024/25 tax year. Full details can be found below: Pensions Existing ‘Lifetime Allowance’ wording removed and replaced with new ‘Lump Sum Allowance (LSA)’ and ‘Lump Sum and Death Benefit Allowance (LSDBA)’ wording. In […]