Navigating the Complexity of Pension Advice: FCA thematic Review of retirement income advice
The UK’s retirement landscape has transformed since 2015. More individuals are embracing various drawdown options…
The UK’s retirement landscape has transformed since 2015. More individuals are embracing various drawdown options…
In an open consultation published on 30 January 2023, the DWP, FCA and TPR invited…
Like the three wise men following the bright star, all compliance, calculations, case reviews and…
The recent paper from the FCA [FG22/5] prompted me to think about how we work…
Just occasionally it’s good to remind ourselves why something is important and CPD is one…
In March 2021, the FCA issued FG21/3: guidance on advising pension transfers. You may note…
As the next exam season approaches you may be asking yourself the following questions: Where…
As a chartered financial adviser, how many conversations have you had about AA and LTA…
The CII’s level 6 pension exam, AF3 Pension Planning, from April 2018 was superseded by…
Recently, one of our PTS clients contacted us to say that they’d just had an…