FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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2017/18 Business Plan
Part of 2017/18 Business Plan
One in six now ‘late-stagers’
Final progress report due in 2019
To monitor and manage client liabilities
Advisers question transparency
Post since been taken down
Lisa launched on 6 April
Like a new tax
40 firms already signed up
18 April 2017
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1 min read