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How to respond to the FCA letter regarding pension transfer advice

In this guide we explore the background to the FCA’s concerns and suggest points for you to consider when drafting your response. We also include some quick tips to keep in mind and highlight the pitfalls to avoid.

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Round Up - Autumn 2019 edition We provide an overview of recent compliance and technical issues, and highlight some of the areas you are regularly talking to us about. We provide an overview of recent compliance and technical issues, and highlight some of the areas you are regularly talking to us about. This edition of round up includes features articles on: 2019 client survey SMCR certification Unlocking the potential of young clients 17 October 2019, threesixty services
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