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See what the FCA is working on.
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Attitude to Transfer Risk / Extended Intelligent Office Integration
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Some six years after RDR came into effect, many firms still do not comply with the adviser charging and disclosure
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Jeffrey Mushens, Technical Policy Director at TISA, provides a PROD perspective.
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Firms need to start issuing aggregated costs statement in Q1, 2019.
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Budget 2018 / Extended Intelligent Office Integration
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Confirmation of further rule and guidance changes in relation to advice on pension transfers.
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The definition of independence changed with MiFIDII on 3 January 2018. Many firms have not changed their disclosure to reflect
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Firms that advise on defined benefit transfers need to ensure that their triage process does not inadvertently cross the line
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