If you are having difficulties understanding and completing the new RDR Adviser Charging and Consultancy Charging (sections K and L) of RMAR, ATEB has produced guides available to all clients and E-Compliance members.
The data to be input is not straightforward and so you need to ensure that firstly you understand the definitions and secondly, are able to record and reproduce the data without too much difficulty.
ATEB’s guides decipher FCA speak into plainer English with the use of practical examples.
New transfer advice rules – 1 October 2018
Alistair MacDougall Compliance 2018, 2019, FCA, Pension, Pension Transfer, Update
New rules around transfer advice apply from 1 October 2018. Make sure you are aware and ready for them.