The Personal Finance Society (PFS) has published a guide warning advisers what to do to ensure any work they do with discretionary investment services does not come back to haunt them.
The guide, produced for the society by qualitative research firm Diminimis, has set out to clarify the legal and regulatory requirements that need to be met by advisers and any discretionary investment...
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Fees 0.1% per annum or £20 per month
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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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