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Percival unveils new cashflow report as tools take on fresh importance

Advisers need to reassess their approach to selecting cashflow planning tools, according to consultant Rory Percival in light of new pension transfer analysis rules and Mifid II legislation. The former FCA technical specialist has produced a new due diligence guide to cashflow planning for advisers as pension freedoms and technological improvements have begun to increase […]

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Abraham Okusanya: Small advice firms are far from dead

Small firms have never been busier, more profitable and optimistic about the future In 1897, the New York Journal reported that American writer Mark Twain was dead. In fact, it was his cousin who had perished. This prompted Twain to politely inform the paper “the reports of my death are greatly exaggerated”. You would be […]

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FCA director: New rules will deliver a fair, open asset management industry

Last week, the FCA took the next step in improving competition in the asset management industry. We have made new rules and are now consulting on further proposals. Our asset management market study has been one of the most comprehensive competition investigations the FCA has yet done. These reforms contribute to an already high volume […]

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