New Content Integration with Orbis Investments
We have some exciting news on the latest upgrade to ATEB Suitability on 30th October 2024. This update comes at
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2016
New Data Integration with Scottish Widows Platform
We are thrilled to announce that Scottish Widows Platform has been added to our list of integration partners.
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New Content Integration with IBOSS Asset Management
We have some exciting news on the latest upgrade to ATEB Suitability on 1st August 2024. This update comes at
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What lies beneath?
One of the FCA’s recent publications, Regulation Round Up, contained several interesting articles. Of course, Consumer Duty occupied plenty of
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Have you advised on British Steel pension transfers? Action required!
Firms who have advised clients to transfer away from the British Steel Pension Scheme (BSPS) should be well acquainted with
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PS23/1 – Extended asset retention requirement for firms under the British Steel Pension Scheme consumer redress scheme
This article will be of relevance to firms who have provided pension transfer advice to members of the British Steel
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PS22/14 – Consumer redress scheme for unsuitable advice to transfer out of the British Steel Pension Scheme
This article will be of relevance to firms who have provided pension transfer advice to members of the British Steel
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British Steel Transfers – Asset Retention
The FCA has made the following announcement. “This morning we have announced that we are using emergency powers to prevent
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The Avacade saga – a summary
Most readers will be aware of the FCA’s successful legal action in what has been widely referred to as the
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Portfolio letter to Mortgage Intermediaries
The FCA has written to mortgage intermediaries setting out its expectations for mitigating identified risks to customers.
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