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What is the FCA's new DB advice assessment tool 'DBAAT'?
The Financial Conduct Authority (FCA) has published a defined benefit (DB) transfer tool which it said should help firms understand its file review methodology for DB transfer advice. But what exactly is it and why should advisers care?
FCA denies 12 advice firms authorisation following phoenixing suspicions
131 firms have authorisations revoked
Transatlantic consolidator launches adviser training scheme
Two-year programme
Three things your client may call you about this week ...
Loans at up to 16%
What can Netflix hit Bridgerton teach us about financial planning?
Contains spoilers
Chris Budd: What to do if you are feeling fed up
Financial wellbeing junkies
A good read: Financial services professionals re-launch book club
Re-launched this month
Advisers bullish on sector prospects but waiver on UK economic outlook - survey
Standard Life adviser survey
Fairstone acquires Berkshire-based financial planner with £60m FUM
£800,000 annual fee income
Succession Wealth reports operating loss of £3.6m in 2020
Private equity-backed business
Adviser launches petition to stop UK cryptocurrency transactions
To prevent scams
Quilter launches clone scam reporting tool
Rise in clone scams
Perspective Financial Group acquires Corby-based planning firm
Northants and Cambs client base
Transact purchases financial planning software provider Time4Advice
First acquisition of 2021
Three things your client may call you about this week ...
The Times, The Telegraph and FT
Watch: Interview with PIMFA's Simon Harrington on regulatory fees and lobbying for change
Fundamental changes needed
Copia Wealth Management declared in default by FSCS with 149 complaints
Pension advice and SIPPs
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