In the second of a series of articles based on the latest meeting of the Intelliﬂo GDPR Working Group on the ramifications of the GDPR for financial advice firms, Rob Walton looks at special categories of personal data
Given the nature of the service provided by financial advice firms to their clients, and the strict regulatory framework within which they operate, it is important businesses record and process sensitive...
Pension advice and SIPPs
Calls for more cash to fund scam prevention campaigns
Outlook for coming year
Lost money through a UCIS
For a long time, the road to retirement followed a familiar path. Individuals saved up for a pension during their working life in order to retire at a set age; usually around 65. This path has shifted, however.
Completes legal process
Scepticism towards companies' commitments
GDP falls 2.6% in November