To create a clearer boundary between advised and non-advised sales
Clarity on vulnerable clients and CCI
To still apply to firms offering UK pension advice to overseas clients
In partnership with CII, CISI and Clyde & Co to help firms navigate FCA’s updated rules
PortfolioMetrix’s Ben Peele on adviser co-manufacturing and blurred MPS responsibilities
Declan Nowell sentenced for ‘Ponzi-style’ investment scam
Wants to create a ‘minimum set of standards’
Responses to FCA consultation were due by last Friday