We’ve been involved with a number of firms who are on the acquisition trail and as part of the due
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The FCA’s Retirement Income Advice thematic review seems to be gathering momentum and the latest developments come as no surprise.
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We drew attention to the FCA’s Retirement Income Advice Survey in our ‘What lies beneath?’ article last month and there
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Niels Bohr, the Nobel laureate in Physics and father of the atomic model, is quoted as saying, “Prediction is very
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Our report writing software has been fully updated to accommodate changes to allowances, rates and reliefs in advance of the
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In our article last week, we highlighted the deadlines for implementation of Consumer Duty – 30 April and 31 July
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Consumer Duty will require most firms to review their business model and, in particular the value of the services they
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Many firms are now operating their own preferred investment solution – a Centralised Investment Proposition (CIP) – which they seemingly
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The FCA have advised as follows: “We’re asking a number of firms to complete this survey to help
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We have completed the latest upgrade to ATEB Suitability on 10th November 2022. This update comes at no additional cost
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