Template Enhancements: Inheritance Tax (IHT) & Pensions
To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following […]
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Template Enhancements: New ‘Business Protection’ Products
We have completed the latest upgrade to ATEB Suitability on 23 October 2024. This update comes at no additional cost […]
Template Enhancements + New Content Management Updates
We have completed the latest upgrade to ATEB Suitability on 19th December 2023. This update comes at no additional cost […]
Good Consumer Outcomes?
Thomas Fuller, the 17th Century author and historian said that: “Health is not valued till sickness comes.” It […]
Adviser charges in perpetuity?
Here’s a question. What happens to ongoing adviser charges if the adviser dies? This came up recently when […]
Consumer Duty – adviser charging and risk premium
At a recent compliance seminar, there was much discussion about adviser fees in light of the imminent Consumer Duty requirements. […]
Consumer Duty – Identifying Foreseeable Harm
Niels Bohr, the Nobel laureate in Physics and father of the atomic model, is quoted as saying, “Prediction is very […]
Consumer Duty: It’s a matter of Principle
Apologies for the Consumer Duty overload but unless you’re taking a regulatory sabbatical, this is very much a hot topic. […]
Have you advised on British Steel pension transfers? Action required!
Firms who have advised clients to transfer away from the British Steel Pension Scheme (BSPS) should be well acquainted with […]
FCA Consumer Duty preparedness survey
The FCA has announced that it is conducting a Consumer Duty preparedness survey. The survey is being sent […]