The FCA has published the transcript of a speech delivered by Debbie Gupta of the FCA which we recommend all
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Want to know more about upcoming changes to the Register and the introduction of the public facing Directory?
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Although aimed at consumers, firms involved in transfer advice would do well to view the video.
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CP19/25 highlighted some commonly used reasons to transfer/switch that often do not stand up to close scrutiny.
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The FCA is proposing a series of wide ranging changes in relation to pension transfer advice, including a ban on
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Understanding the requirements around the use of TVC.
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Does a PTS need to be a CF30?
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So, it's right for the client to transfer ... but should the transfer be done NOW?
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The FCA has announced its priorities for action over the coming months.
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The FCA has concerns about how cash flow models are used.
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