We completed the latest upgrade to ATEB Suitability on 9th July 2021. This update comes at no additional cost and
Read more
Following a series of financial resilience surveys and a letter issued in September last year the FCA has issued a
Read more
In recent months, firms have been asking us about the process for managing drawdown plans. What do the rules require?
Read more
Based on data and live visits to firms during the period from April 2015 to rule changes in 2018 and
Read more
In its June quarterly consultation paper, the FCA announced proposals to make amendments to the Handbook relating to its powers
Read more
It will be a surprise to few in our industry that those firms involved in defined benefit pension transfer business
Read more
Following consultation in CP20/23, which was published in December 2020, the FCA has made changes to the Handbook.
Read more
Policy Statement PS21/4 summarises the FCA’s proposals to increase the number of firms (by circa 4500) who need to submit
Read more
We completed the latest upgrade to ATEB Suitability on 27th May 2021. This update comes at no additional cost and
Read more
Everyone involved with defined benefit pension transfer advice should by now be very aware that contingent charging is banned for
Read more