To create a clearer boundary between advised and non-advised sales
Clarity on vulnerable clients and CCI
‘Firms would be either a principal or secondary manufacturer’
To still apply to firms offering UK pension advice to overseas clients
Keeping track of the ongoing consolidation in the advice industry
Consultation runs into August
Last chance to vote across several categories
Formerly Vertus Asset Management
Government confirms plan to develop strategy with ‘timely’ and ‘modern’ communications
Designed to modernise investment transfers