Advisers need to work on deeper relationships with clients’ children
‘Proposals to publicise investigations are a worrying development’
'Retail-focused firms are also facing a short timeline to prepare'
Distributors also must provide access to consumer-facing disclosures
Meeting regulatory standards and maximising good client outcomes
The firm was voluntarily wound up by its director at the end of 2020
'The feedback to the FCA is clear: rules are preferred to guidance'
Amount secured for investors by the FCA following High Court approval
The LTA will be abolished this week at the end of the tax year
‘You cannot rely on people deciding what to do in the moment’