The FCA has issued a Portfolio Letter to mortgage intermediaries setting out its expectations for mitigating identified risks to customers.
Read more
Most readers will probably be aware that the Data Protection Act 2018 (DPA 2018), which is based on the EU
Read more
On 6 February 2020, the European Insurance and Occupational Pensions Authority (EIOPA) published final Guidelines on outsourcing to cloud service
Read more
BackgroundThe Lifetime Allowance (LTA) is the limit below which a person can crystallise benefits from their pension, without being subject
Read more
The current stay at home rules mean that advisers are having to find ways to deal with clients remotely. The
Read more
The FCA undertook a thematic review back in 2016 (TR16/1), which set out their findings on the research and due
Read more
GMP is the minimum level of benefit that an individual must accrue for membership of an occupational pension scheme which
Read more
The 2015 pension freedoms give consumers more complicated choices to make about how to invest their pension savings, and when
Read more
General Insurance: FCA warns GI firms to place greater focus on customer outcomes The FCA’s Thematic Review into General Insurance
Read more
Firms that have Appointed Representatives (AR) need to urgently review the adequacy their governance and supervision. That is the conclusion
Read more