Regulator asked to report on how well rules are working
Charging structure overhaul ‘proves’ otherwise, he says
Reduced from six to four months for complete applications
New fee model removes early withdrawal charges and introduces tiered advice rates
‘They’ve smashed complex pensions and complex IHT together’
According to the FCA report 2024-2025
Platform firm moves forward with Wipro-led transformation despite fall in profitability
System aims to streamline client onboarding
Nearly 600 advisers sign up for July webinar on navigating new s165 data requirements
CIO Peter Dalgliesh explains how Parmenion’s risk-first, outcomes-based approach is benefitting advisers