Consumer Duty – fair value and adviser charges
The FCA’s proposed Consumer Duty is getting a lot of airplay in the trade media. First mooted in the FCA’s […]
platform
Defaqto & P1 Content Integrations + additional Providers & Investments
We completed the latest upgrade to ATEB Suitability on 20th March 2022. This update comes at no additional cost and […]
Ongoing client reviews – appropriate or not?
FT Adviser published an article on 15 February under the headline “Advisers struggle to get savers to come for pension […]
FCA Consumer Duty – Research and Due Diligence
The FCA is consulting on ‘A New Consumer Duty’ and this is receiving considerable press coverage. The consensus of opinion […]
Awareness of the new FCA rule changes of sustainability
You read it here first – probably! The FCA has finalised new rules around disclosure in relation to sustainability. […]
Platform switching – is a suitability report required?
Platforms play a big part in the investment process of most UK firms. According to Defaqto, 94% of advisers place […]
New Parent/Child Company Account Relationships & Intelliflo Office Upgrade
We have completed the latest upgrade to ATEB Suitability on 14th January 2022. This update comes at no additional cost […]
FCA Covid-19 Impact Survey
We have received the information below from the FCA. “Many of you will be aware that we issued […]
Government Scrap Protected Pension Age Window
We previously issued a newsletter in February 2021, outlining government proposals to increase the Normal Minimum Pension Age (NMPA) from […]
Stamp Duty Changes & Standard Life -> abrdn
We’re writing to inform you of a couple of changes we have made to ATEB Suitability. What does this mean […]