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...
Launched November 2018
£15m group claim
'Nothing particularly different' - expert
Firm's central hub
Lack of visibility