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.
2017
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 […]
FCA Positive Compliance – Mortgage Session
“The advice process: building a solid base.” A summary of the FCA mortgage roadshow.
Pensions reforms – new advice rules
New rules around pension advice came into effect on 25 Aprill 2016. See here for details.
New regulated activity – advising on P2P agreements
What you need to know about this new regulatory activity.
FCA ‘Live and Local’
The FCA are visiting a town near you.
Mortgage Credit Directive Changes
New regulation affecting firms arranging or advising on mortgages.
Capital Adequacy Requirements
What do the changes mean for you?
General Insurance Consultation Paper
The renewal process is changing
New Capital Adequacy Requirements
Changes confirmed for Personal Investment Firms from 30 June 2016