Dealing with insistent clients
FCA consults on new rules for insistent clients. Read here for more detail.
2016
The Assessing Suitability Review
The long awaited results of the FCA's 2016 suitability review have finally been published.
Implementing the FAMR – consultation paper
The FCA is pushing ahead with implementation of the FAMR. The latest consultation paper explains what is happening.
Adviser fees – the FCA’s next target?
It seems highly likely that adviser fees will come under FCA scrutiny.
Changes to General Insurance Renewal Rules
A reminder for general insurance intermediaries
Further Gabriel updates
FCA has introduced further enhancements to GABRIEL returns.
P2P permissions – action required by 31 December 2016
If you do not advise on P2P agreements, you need to consider whether you should remove this permission.
Important – requirement to notify clients with overseas assets or income
If you have clients with overseas income or assets you might need to notify them of HMRC requirements.
September 2016 Update
More Choice - More Flexibility - More Relevance
PS16/21 – Increasing transparency and engagement at renewal in general insurance markets
From 1 April 2017 firms will be required to encourage customers to check if auto-renewing is the right thing for […]