September 2018 Update
New Inheritance Tax (IHT)/Trust Planning Advice & APTA/TVC Options
Pension
Final phase of the FCA’s transfer review starts
If you are involved in advising on DB transfers, this will be of interest.
New transfer advice rules – 1 October 2018
New rules around transfer advice apply from 1 October 2018. Make sure you are aware and ready for them.
The Insurance Distribution Directive is almost here
The Insurance Distribution Directive (IDD) will impact all IFA and Insurance Intermediaries.
Pension Switch Issues
A recent FOS decision confirms regulatory and good practice requirements in relation to Pension Switches.
June 2018 Update
Defined Benefit Transfer Templates & MiFID II Changes
Transfer advice – Insistent clients
Should you deal with insistent clients?
FCA Sector Views 2018 – Pensions and Investments
Keep up to date with the FCA's current areas of focus.
2018/19 Tax Year Changes & April 2018 Update
More Choice - More Flexibility - More Relevance
CP 18/7 – Improving the quality of transfer advice
The FCA proposals for further changes to rules around pension transfer advice.