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.
A technical overview covering types of clients, anti-avoidance provisions and death charges.
Phased V Flexible drawdown: technical presentation with client scenarios illustrating the differences in tax-free lump sum and death benefits.
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.
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.
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...
The Association of Professional Financial Advisers (APFA) has called for a lighter regulatory approach and a tighter grip by the regulator on product manufacturers.