See if and how your firm is affected by BREXIT.
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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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BREXIT, cyber attacks, IT failures, market events - firms need to be able to weather all these events ... and
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Do you recognise and deal appropriately with vulnerable clients?
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New Inheritance Tax (IHT)/Trust Planning Advice & APTA/TVC Options
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If you are involved in advising on DB transfers, this will be of interest.
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New rules around transfer advice apply from 1 October 2018. Make sure you are aware and ready for them.
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The Insurance Distribution Directive (IDD) will impact all IFA and Insurance Intermediaries.
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