How will the FCA Consumer Duty impact the protection market?
Regulator wants to make a ‘big change in financial culture and behaviour’
Author: PA Adviser
-
-
Do top slicing relief rules need a rewrite?
They have been ‘drafted in such a way that it remains difficult to interpret’
-
Is consolidation good for wealth clients?
‘We may well continue to see much more activity in the coming months’
-
The issue with providing ‘reverse solicitation’ to EU clients
Regulators across the bloc have started to scrutinise the practice by UK advisers
-
How the pandemic has changed migration trends of the wealthy
VG discusses which jurisdictions are seeing outflows and inflows
-
What investment scams should expats look out for?
Many are ‘well researched and structured’
-
How advisers can help business owners with succession planning
Clients may be overwhelmed dealing with the challenges
-
How advisers can get investment recommendations right
‘No one wants to pay more than they have to for a given product’
-
Investors urged not to sit on covid ‘excess savings’
70% of people want to keep the extra cash they put aside in bank accounts
-
How advice firms should deal with vulnerable clients
‘There is a need for extra care to ensure their unique circumstances are taken into account’
-
Barrister owed no duty of care to film investors
After they were refused tax reliefs from HMRC
-
How pension age rise will impact retirement plans
It ‘is not the end of the changes we will see’ in the sector