The Investment Association (IA) has published a guide for its member firms to help them communicate with end-investors, following criticism and new requirements imposed by the Financial Conduct Authority (FCA).
The trade body's latest paper, published on Wednesday (20 February), provides a series of recommendations to address communications failings and provide investors with greater clarity about funds. It...
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The Financial Conduct Authority (FCA) has published a defined benefit (DB) transfer tool which it said should help firms understand its file review methodology for DB transfer advice. But what exactly is it and why should advisers care?
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