FCA review of equity release advice
The FCA has published the findings from its review of equity release advice.
Link
Compliance
Extension of implementation period for SM&CR
The date for certifying staff has been deferred in light of the current health emergency.
Link
Compliance
PS20/06 – part one: ban on contingent charging
The first of four articles explaining the implementation and implications of Policy Statement PS20/06.
Link
Compliance
DB Transfers – FCA data request
The FCA is issuing a further data request to firms in the DB transfer market.
Link
Compliance
Consideration of life cover options when advising on transfers
Transfers and death benefits: considering life cover as more than lip service.
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Compliance
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FCA review of equity release advice