FCA Policy Statement PS19/21 – Retirement Outcomes Review
While this paper is mostly of relevance to Pension Providers, there are some implications for advisers.
FCA Framework for assessing adequate financial resources
The outcome of CP19/20 could have far reaching implications for firms.
RDR/FAMR Review – Firm Information Request
What might this indicate about the FCA's areas of focus?
Reasons for recommending a transfer or switch that are open to challenge
CP19/25 highlighted some commonly used reasons to transfer/switch that often do not stand up to close scrutiny.
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