New Content Integration with Binary Capital
We have some exciting news on the latest upgrade to ATEB Suitability on 14 February 2025. This update comes at […]
2018
Reviews. What do yours look like?
Review. It’s a simple word, but depending upon who you speak to, it can have several meanings. There are […]
The ongoing advice charge conundrum
A high proportion of advice firms operate a largely recurring income model and with this comes the obligation to conduct […]
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 […]
FOS updates
The FCA has announced a call for input. We’ve published a call for input on whether the thresholds […]
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 […]
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 […]
Can you advise on Shares?
What do you do? Your client has inherited some (insert company name) shares and she asks you, as her trusted […]
10% Portfolio Drop Rule – dropped!
As part of the Government’s reforms of previous EU legislation, next on the list is the proposal to scrap the […]
Changes coming to the Appointed Representatives Regime – and soon!
FCA recently published Policy Statement (PS22/11) announcing some key changes to the Appointed Representatives (AR) regime, affecting both AR firms […]