Lifetime Mortgage

FCA Retirement Income Advice Survey – a threat or an opportunity?

5 July 2023 Paul JayCompliance

We drew attention to the FCA’s Retirement Income Advice Survey in our ‘What lies beneath?’ article last month and there

25 January 2023 Shirley McKenzieCompliance

The FCA has announced that it will shortly be undertaking a thematic review to assess the advice consumers are receiving

25 January 2023 John BeggCompliance

The FCA have advised as follows: “We’re asking a number of firms to complete this survey to help

5 October 2022 John BeggCompliance

The FCA has issued the following information. We have published a Consultation Paper with proposals to replace the

7 June 2022 Michael SeniorCompliance

The FCA has advised as follows in relation to Tranche 2 firms (see definition list below). “Many of

13 March 2022 Doug McFarlaneSuitability

We have completed the latest upgrade to ATEB Suitability on 13th March 2022. This update comes at no additional cost