Clients – according to PROD

Clients – according to PROD

Firms should consider the PROD target market attributes when segmenting clients and creating an investment proposition.
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Compliance
Drawdown and the Second Lifetime Allowance Test

Drawdown and the Second Lifetime Allowance Test

It is essential to consider LTA implications carefully when transferring from a pension arrangement with safeguarded benefits.
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Compliance
Advising non-UK resident clients

Advising non-UK resident clients

Can you? Should you?
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Compliance
COVID-19: FCA guidance on handling paper and post

COVID-19: FCA guidance on handling paper and post

Guidance for firms working from home.
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Compliance
FCA confirms measures to help insurance customers who may be suffering financial difficulties as a result of coronavirus

FCA confirms measures to help insurance customers who may be suffering financial difficulties as a result of coronavirus

A series of temporary measures come into effect on Monday, 18 May 2020.
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Compliance
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