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  • Your profession

Your profession

Your profession

Personal Touch gives 16 firms notice of contract termination

Personal Touch Financial Services has today contacted 16 member firms giving advance notice of its intention to terminate their appointed representative contracts later in the year.

clock 30 September 2013 •

Your profession

1. Minimum income requirement

All about the MIR and what it means for your clients.

clock 30 September 2013 •

Your profession

2. Flexible drawdown

A technical overview covering types of clients, anti-avoidance provisions and death charges.

clock 30 September 2013 •

Your profession

Five things clients will call you about this week

FIVE THINGS

clock 30 September 2013 •

Your profession

A new way to phase retirement

Phased V Flexible drawdown: technical presentation with client scenarios illustrating the differences in tax-free lump sum and death benefits.

clock 30 September 2013 •

Regulation

FCA drags its heels in six month delays to authorise new firms

The average length of time taken by the Financial Conduct Authority (FCA) to authorise financial services start-ups is now back up to its highest levels, according to data obtained by City law firm RPC.

clock 30 September 2013 •

Investment

Hargreaves: Super clean share classes won't be clustered around 65bps

Hargreaves Lansdown said the move to super clean share classes will not automatically lead to a "new normal" annual fund charge of 65bps, claiming it has already negotiated greater discounts with some groups.

clock 30 September 2013 •

Regulation

FCA 'to review approach' as it defers advisers' capital adequacy rules

The Financial Conduct Authority (FCA) is to defer its capital adequacy requirements on personal investment firms (PIFs) - which were due to kick in at the end of this year - by a further two years, and will use the time to review its entire approach to...

clock 27 September 2013 •

Your profession

Quick quiz of the week's news #11

QUICK QUIZ

clock 27 September 2013 •

Regulation

APFA calls for lighter regulation of advisers

The Association of Professional Financial Advisers (APFA) has called for a lighter regulatory approach and a tighter grip by the regulator on product manufacturers.

clock 27 September 2013 •
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