Paul Clark of Russelldene Consulting Ltd is a Chartered Financial Planner, FPFS, ACIPP. His company provides technical consultancy to the financial services industry and specialise in the pensions sector.
One of the services Paul provides to his clients is a regular bulletin (most weeks) entitled Pension Related News. It provides useful information and relevant (unstructured) CPD, including a test, for those specialising in pensions and retirement planning. Although aimed primarily at pension advisers, it will also cover other planning considerations such as taxation.
There is normally a charge for this bulletin but for the next four issues, these will be provided free of charge via the ATEB newsletter. Thereafter, those interested in receiving the bulletin on an ongoing basis should contact ATEB for more information.
The first issue is available here.



Financial Scams – Insuring the IFA’s Own Losses and the Client’s Losses
Steve Bailey Compliance PI
More and more stories are coming to light of fraudulent schemes continuing to evolve at an alarming rate (please see recent ATEB news articles). Vigilance across the whole firm is essential.