Template Enhancements including ‘Risk Warning’ & Power of Attorney Changes
We completed the latest upgrade to ATEB Suitability on 15th July 2021. This update comes at no additional cost and
Update
PS21_5 General Insurance Pricing Practices Market Study – implementation timing update
The FCA has issued an addendum that delays the implementation of the rules relating to premium finance disclosure from 01
Template Updates including ‘Whole of Life Cover’ Considerations for Defined Benefit Scheme Transfer Recommendations
We completed the latest upgrade to ATEB Suitability on 9th July 2021. This update comes at no additional cost and
Cryptocurrency prohibition
It is likely that all our readers have heard of cryptocurrency, probably in the guise of Bitcoin. This cryptocurrency and
Product Enhancements & Content Management Updates
We completed the latest upgrade to ATEB Suitability on 27th May 2021. This update comes at no additional cost and
FCA survey – Credit broking
The FCA continues to keep busy with yet another survey being announced. We have received the following notification from the
Changes to DB Transfer redress calculations – an update
We wrote about the background to updated redress guidance following the Chancellor’s announcement of changes to the way that the
Catering for Investment Pathways
Hot on the heels of our Periodic Review update last week, we have added a new section to the main
Upgraded Periodic Review Template with Costs and Charges Statement + Much More
We completed the latest upgrade to ATEB Suitability on 6th April 2021. This update comes at no additional cost and
Data Protection – post BREXIT update
On 25 May 2018, the Data Protection Act 2018 came into force and represented the UK’s adoption of the EU’s