FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Retirement Advantage research suggests
9,700 transfers in 2016/17
Up 0.1% from Q1
Extra burdens for largest firms
Proposals for widening out senior managers regime
Spent five years at Charlotte Square
Explains new 'fit and proper' requirements
In 2016-17 SIPP claims rose 35%
New role created
Lee Manzi to run multi-asset funds