2018/19 Tax Year Changes & April 2018 Update
More Choice - More Flexibility - More Relevance
Mortgage
December 2017 Update
New MiFID II ‘Confirmation of Continued Suitability’ Process
October 2017 Update
More Choice - More Flexibility - More Relevance
Suitability reports under MiFID II
Many firms will need to make changes to their suitability processes.
Legal Entity Identifiers
Legal Entity Identifiers will be required by some investors from 3 January 2018. Read this article for more information.
FG17/4 – The fair treatment of mortgage customers in payment shortfall: impact of automatic capitalisations
Finalised guidance around automatic capitalisation of mortgage arrears.
April 2017 Update
More Choice - More Flexibility - More Relevance
2017/18 Tax Year Changes
In consideration of the 2017/18 Tax Year, please note the following changes to ATEB suitability for your records. Effective from […]
Advising on Pension Transfers
Read about the most common failings with transfer advice and how to avoid them.
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