Nine out of 10 advice firms have been affected by the introduction of the General Data Protection Regulation (GDPR) this time last year, according to research by Intelliflo, although just one in five said it had had 'a major impact'.
A survey by the financial services IT provider to mark the introduction of the GDPR on 25 May 2018 found 20% of the 170 users of Intelligent Office canvassed reported that preparing for GDPR had a major...
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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?
131 firms have authorisations revoked