Providers are concerned intermediaries could be confused by the need to present consumers with a different forms of pension term assurance (PTA) key facts documents, once they have decided whether they sell the product under ICOB or COB rules.
Clarification issued recently by the Financial Services Authority confirmed intermediaries with both insurance conduct of business (ICOB) and conduct of business (COB) authorisation will be able to conduct...
Protection market overview
'Rely on plan B'
Like many others, Kerry Nelson has been making the argument that the industry needs to advise and instigate more protection for more than a decade. Here, she explains why more advisers should get involved in the protection game...
Cirencester Friendly research reveals
WIFA 2020 long list
Bill debated in Parliament
Second HoL reading
Follows HMRC ruling
Wealth manager with advice arm