Pension Transfers – considering a workplace pension
We recently reviewed a pension transfer report where the client was recommended to transfer out of the defined benefit scheme […]
Consumer Duty – impact on adviser charging
The FCA is devoting a great deal of weight to its upcoming Consumer Duty regulations. These will be finalised in […]
New financial sanctions measures in relation to Russia
Readers will be aware that, following the invasion of Ukraine by Russia, the UK Government, together with other countries, has […]
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 […]
Improving the Appointed Representatives Regime