Consultant and former Financial Conduct Authority (FCA) technical specialist Rory Percival is to launch a best practice guide for advisers using cashflow planning tools.
Percival (pictured) said he decided to launch the guide as the use of cashflow planning had become more mainstream and he expected more regulatory focus on the area as a result. "Over the last five...
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The increase in minimum AE contributions has had little impact on opt-out rates - with cessations after April increasing by less than two percentage points, data from The Pensions Regulator (TPR) shows.