Advising on Pension Transfers
Read about the most common failings with transfer advice and how to avoid them.
FCA
Changes to General Insurance Renewal Rules
A reminder for general insurance intermediaries
Acquiring clients from other firms
The FCA has issued guidance on the issues around acquiring clients from other firms
Must read – Pension Alerts
The FCA has issued two alerts that are essential reading for Pension Transfer specialists.
Further Gabriel updates
FCA has introduced further enhancements to GABRIEL returns.
Changes to how firms disclose services and costs
Changes to how firms disclose information on services and costs.
GC 16/8 : Amendment to Guidance on loan to income ratios in mortgage lending
Planned changes affecting mortgage lenders and of interest to Mortgage Advisers
Insurance Intermediaries and PI Insurance
The FCA has reviewed the PII policies of 200 intermediaries and found significant problems
FCA Live and Local – Doncaster, Leeds, York and Harrogate
Live and Local events are running again in 2017, Book your space.
RMAR – some useful reminders
Are you completing your RMAR correctly?