In response to the chancellor’s announcement earlier today we have updated our optional Glossary of Terms Appendix with immediate effect to include information on the revised Stamp Duty and Land Tax ‘holiday’
Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.
Many thanks for your continued use of ATEB suitability.
Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.
ATEB Compliance offers compliance and regulatory advice.
ATEB Suitability provides report writing software for the financial services market.
Yet another switch has been found wanting at the FOS.
Will you be ready for the SM&CR review when it comes?
A sea change of focus hidden in a subtle change of terminology.
You are probably familiar with the concept of a target market under PROD rules. What about the negative target market?
Pension Transfers – need to consider a workplace pension
Alistair MacDougall Compliance 2020, Mortgage, Pension, Pension Transfer
Firms providing pension transfer advice must consider an available workplace pension as a destination for any transfer.