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APTA-lutely Fabulous

by Damian Davies on 09·10·2018

New rules affecting Pension Transfer advice took effect from the 1st October 2018, replacing the old Transfer Value Analysis (TVAS) with the new Appropriate Pension Transfer Analysis (APTA) that includes a prescribed Transfer Value Comparator (TVC).

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The Perfect Suitability Letter

by Damian Davies on 01·02·2016

At a recent Threesixty seminar Damian discusses what makes a great suitability letter, breaks down what the regulator wants to see and proposes a suitability report for the near future.

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