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New Content Integration with Evelyn Partners
We have some exciting news on the latest upgrade to ATEB Suitability on 19th January 2024. This update comes at […]
2020
Ongoing client reviews
Consumer Duty will require most firms to review their business model and, in particular the value of the services they […]
CIPs and Independence – what’s all the fuss about?
Many firms are now operating their own preferred investment solution – a Centralised Investment Proposition (CIP) – which they seemingly […]
Financial Resilience Survey
The FCA have advised as follows: “We’re asking a number of firms to complete this survey to help […]
FCA Consultation Paper CP23/1 – Insurance guidance for the support of customers in financial difficulty
This consultation primarily affects insurers and insurance intermediaries. In November 2020, the FCA introduced finalised guidance for insurance […]
Financial Resilience Survey
The FCA has issued the following information. We have published a Consultation Paper with proposals to replace the […]
FCA survey number 7 – Tranche 2 firms
The FCA has advised as follows in relation to Tranche 2 firms (see definition list below). “Many of […]
FCA Covid-19 Impact Survey – number 7!
The FCA has advised the following. “We issued the first phase of the Covid-19 Impact Survey in June-August […]
New FCA fee for Form A applications
We have been advised by the FCA as follows: “Following our recent revalorisation of the application fees earlier […]
Pension Transfer – FCA Advice Checker
Back in June 2020, the FCA published an ‘advice checker’ to help consumers assess whether pension transfer advice they had […]