Pensions simplification reports via Webline

The software template provided enables advisers to create bespoke client reports outlining the action required pre-A-Day, 6 April 2006. Joe Hill, Avail director, warns advisers who do not keep clients fully informed during the transition stage to the new regime could face regulatory difficulties in future. ”The FSA has already indicated it expects advisers to maintain high standards of advice during the transitional period, and advisers should not leave the door open for complaints in future with failure to act now,” he says in a statement." Adds Matt Humphrey, Webline client and ...