Urgent update: Covid-19 Impact Survey
We have received the following correspondence from the FCA: “On 12 August 2021, we sent the below e-mail* […]
Update
Regulatory Change – Proposed Changes to the Normal Minimum Pension Age
We have made a change to ATEB Suitability following a recent regulatory development. What does this mean for […]
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 […]
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 […]