The Financial Ombudsman Service (FOS) is ‘moving house’.
FOS’s main office at South Quay, East London, where they’ve been for 15 years, is soon to be demolished to make way for a 73 storey tower dubbed “the Toothpick”.
FOS’s new registered address is:
Financial Ombudsman Service
Exchange Tower
London
E14 9SR.
Post sent to the old address will continue to be forwarded to the new address for the foreseeable future. Phone numbers and email addresses remain unchanged.
The FOS consumer leaflet which must be sent with all complaint final outcome letters (more information here) has been updated.
Read more about FOS’s house move here.
Template Enhancements: Inheritance Tax (IHT) & Pensions
Doug McFarlane Suitability 2024, Budget, content management, IHT, Inheritance Tax, Pension, Pensions, PI, protection, Suitability Review, Template Enhancement, Update
To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template update: A new wizard question has been added to the ‘Current IHT Position’ table. This allows users to include pension assets in the estate value when calculating a client’s potential IHT liability. Please […]