Saving clients from scams
You suspect a client is being scammed - what do you do?
Delay to SM&CR dates confirmed
The FCA has confirmed that the deadline for first certification has been deferred.
Another pension switch bites the dust
Yet another switch has been found wanting at the FOS.
Pension Transfers – need to consider a workplace pension
Firms providing pension transfer advice must consider an available workplace pension as a destination for any transfer.
Changes to Directory Feedback