Standard Life is issuing a pack in the New Year for advisers with clients who fall outside the PTA criteria outlined by HMRC on 19 December.
The pack contains a declaration, quote and Key Features Document for each application. For cases which need to get on risk sooner than that, the provider has also put the documentation online at www.adviserzone.com/news/litr_declaration.php...
Completes legal process
PI insurance revoked amid market ‘nervousness’
‘A great outcome’
‘Either write it or refer it. Do not ignore it’
Sentenced to two years in prison
Regulator 'follows not leads'
6.4% of over 80s saving for end of life needs
Maximum 30% of redress
Staff can come in if they wish
Two-day remote learning sessions