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FCA: Only half of DB transfers rated suitable

DB transfers feel more heat from regulator as only third of product choices found suitable The FCA has released findings of an assessment of defined benefit transfer advice showing just 47 per cent were rated suitable. In an update on its work published this morning, the regulator has revealed the full scope of its work […]

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Risk profilers rebuff calls for unified rating scale

Risk profile companies have defended using different rating scales to the key investor information document prescribed in regulation, after an adviser recently called for a unified approach. In a regulation session at Money Marketing Interactive in Harrogate this month, an adviser gained the support of other delegates when she asked FCA retail investments head Clive […]

Tapering of annual allowance – adjusted and threshold income

The definitions of adjusted income and threshold income used to determine whether, and to what extent, someone’s annual allowance will be reduced can be confusing.  Here we try to make sense of it all. The annual allowance will be reduced for high income individuals from 6 April 2016.  Our previous article Tapering of annual allowance […]

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