The Personal Finance Society (PFS) and Tax Incentivised Savings Association (TISA) are consulting on a protocol designed to provide clarity surrounding the treatment of client relationships between a firm and individual advisers.
The organisations have drawn up a draft document after consulting with a variety of advisers and two law firms, which outlines how advisers and firms should communicate with clients after they part ways....
IA sectors – help or hindrance?
Despite multiple complaints
Annuity market worth £4bn in 2017
For ‘distress’ caused