CP19/25 highlighted some commonly used reasons to transfer/switch that often do not stand up to close scrutiny.
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How can firms ensure clients get value for money in annual reviews?
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So, it's right for the client to transfer ... but should the transfer be done NOW?
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Make file reviews more efficient ...
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New IR 35 rules are effective from April 2020.
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See what we think might be covered.
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If you are involved in advising on DB transfers, this will be of interest.
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Firms are reminded that they must not use the FCA logo or authorisation in a promotional way.
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Following a thorough and exhaustive root-to-branch review, we are proud to announce that we have achieved ISO 27001 certification!
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In light of MiFID II this is worth revisiting
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