FCA survey – reply dates extended
We wrote with details of the latest FCA survey. You can read those details here. The FCA has now extended […]
Sustainable investing – a wild frontier?
We have written before about ‘ethical’ or ‘sustainable’ investing, most recently here, in recognition of the increasing presence of and […]
Pension transfer advice – personalised charges
“I’ve started so I’ll finish …”. A well known catchphrase first coined by Magnus Magnusson, the original presenter of the […]
FCA Covid-19 Survey #5
The FCA has advised; Many of you will be aware that we issued the first phase of the Covid-19 Impact […]
Recording client meetings