We have covered regulatory requirements around replacement business, more commonly referred to as switch business, before. As this appears to
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Back in June 2020, the FCA published an ‘advice checker’ to help consumers assess whether pension transfer advice they had
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The FCA has made the following announcement. “This morning we have announced that we are using emergency powers to prevent
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Policy Statement PS 20-06 stated that a firm providing pension transfer advice “… may also not charge less than it
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We recently reviewed a pension transfer report where the client was recommended to transfer out of the defined benefit scheme
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The FCA is devoting a great deal of weight to its upcoming Consumer Duty regulations. These will be finalised in
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We have completed the latest upgrade to ATEB Suitability on 13th March 2022. This update comes at no additional cost
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FT Adviser published an article on 15 February under the headline “Advisers struggle to get savers to come for pension
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You read it here first – probably! The FCA has finalised new rules around disclosure in relation to sustainability.
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Platforms play a big part in the investment process of most UK firms. According to Defaqto, 94% of advisers place
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