FCA – Update on SMR and CF (AR) applications
Approvals are currently taking longer than normal.
Pension
Free Pension Transfer Webinars
Our webinars are available without charge for a limited period.
2021 New Year reminders!
It is 2021 and changes are afoot ...
Pension transfers – scheme information
Scheme data templates are available to make the process of obtaining scheme and member information more efficient.
New Xplan Data Integration & Sample Templates Added
New Data Integration with Xplan and more Managed Content
Pension transfers – ensuring client understanding
The new rules around transfer advice set a difficult challenge for advisers.
Aggregated costs and legacy trail commission
Do firms need to disclose trail commmission on pre-RDR legacy products?
Abridged Advice – points to note
One should do and one don't do!
Transfer advice transition period
How do the transitional rules on transfer advice apply?
The importance of ‘knowledge and experience’
How do you assess and take account of the client's knowledge and experience?