Following the new Chancellor’s fiscal statement on 23rd September 2022 we have updated ATEB Suitability to incorporate the changes to the rates of Stamp Duty & Land Tax. The revised rates can be found in the optional Glossary of Terms when making Mortgage Recommendations.
As always, our friendly support team are also available 9am – 5pm / Mon – Fri to answer any further questions you may have. Either email support@atebsuitability.co.uk or call 0191 338 8177.
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Further guidance on dealing with customers in financial difficulty.
How do the transitional rules on transfer advice apply?
The Gabriel replacement is now being rolled out to firms.
Firms that provide advice on DB pension transfers have to consider workplace pensions as the destination. How can these be researched?
SM&CR – FCA explainer video
Alistair MacDougall Compliance FCA, SM&CR
The FCA has issued a video explaining what firms have to do ahead of 31 March 2021.