I need to kick off by confirming some of the assumptions that support this article. When I refer to new rules, these rules do not actually exist yet. Unless the…
Read moreBrexit and your business – transition period end 31 December 2020 So here we have it: the transition period ends on 31 December 2020, but we still don’t know if…
Read moreThe regulator has published its awaited policy statement PS20/6 and a number of changes are to be implemented later this year. What are the new rules that will ban contingent…
Read moreKeith Furniss explains the future direction of travel in the area of Defined Benefit transfers and what guidance there has been so far.
Read morePaul Boston looks at the two-tier challenge presented by the combination of PROD rules and the roll out of the SM&CR across the Financial Services industry.
Read moreAs the ban on contingent charging for Defined Benefit transfers goes through the motions of consultancy with the FCA, it looks extremely likely that the ban will end up being…
Read moreWho holds the cards to win this important vote? In the last month, with the election and Brexit looming, the news has been flooded with details of manifestos, spending plans…
Read moreAdvice costs money…and so it should. Good quality advice is key to a client’s retirement planning, but will they see it that way when faced with an upfront cost? With…
Read morePlan now drawn up for the FCA’s evaluation The RDR reforms were a big deal in the retail finance world, and they’ve undoubtedly been very good for both investors and…
Read more‘Savers 10 years away from retirement could lose nearly half of the value of their defined benefit pension if they choose to transfer.’ That was the headline when the Transfer Value…
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