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FCA & COVID 19

by Damian Davies on 19·03·2020

Within the tsunami of COVID-19 messages from organisations, you may have missed The FCA’s guidance published on the 17th March 2020. There were four passages that I felt deserve a bit of closer scrutiny to see what they mean for you, your business and your clients.

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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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