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’
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What might this indicate about the FCA’s areas of focus?
The outcome of CP19/20 could have far reaching implications for firms.
All is not what it seems when considering the risk tolerance rating of different funds.
The FCA is proposing a series of wide ranging changes in relation to pension transfer advice, including a ban on contingent charging.
Reasons for recommending a transfer or switch that are open to challenge
Alistair MacDougall Compliance 2017, DB Pension, FCA, Pension, Pension Transfer, PI, Switch
CP19/25 highlighted some commonly used reasons to transfer/switch that often do not stand up to close scrutiny.