Is now a good time?
The tentative question posed in the heading to this article refers to the vagueness of the rules around when disclosure […]
Pension Transfers and Serious Ill Health Lump Sums
We often see pension transfer cases where the client is in ill health and with this as the primary driver […]
Discounting advice options
A question that pops up from time to time is whether there is a need to discount potential options that […]
FCA provide guidance on SMF16/17 appointments
Firms should have heads of compliance and money laundering reporting officers (MLROs) who are suitably competent and capable of effectively […]
Platform switching – is a suitability report required?