All advisers working in pension transfers and consolidation must work to the principle of 'documentation, documentation, documentation' to ensure they meet exacting regulatory requirements, delegates heard.
LV= head of policy Philip Brown said advisers must start with the mindset of documentation first or risk even-greater scrutiny from the Financial Conduct Authority (FCA). "There is an unprecedented...
Partner Insight: Continuing the Architas education series for clients.
What made financial headlines over the weekend?
290,000 already affected
Putting the tech into protection
Square Mile’s series of informal interviews