Your profession

If you create the record, bank the benefit

Tax and pension concerns ‘shaping’ how HNW individuals think about financial futures

Expected completion by 31 December

Wenyu Bai joins

To be introduced through ‘carefully controlled rollout’

Open to people in all roles working in financial planning firms

... and belongs embedded within the advice process

'The profession continues to operate and evolve in an environment of profound change'

Obtains confiscation orders against Raymondip Bedi and Patrick Mavanga

Aims to be preventative