Overview
Technical resources
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Compliance and regulatory matters
Expert insight to help you stay up-to-date with changing regulation
The FCA’s Retirement income advice review
The key areas identified by the FCA for improvement in the advice process.
Download Fidelity Adviser Solutions’ summary
Download Thistle Initiatives’ overviewRetirement income advice in a changing regulatory landscape
In this 45-minute webinar, our panel of experts consider the FCA’s Thematic review of Retirement Income Advice market and what the implications are for advice firms.
Consumer Duty support zone
Here you can access dedicated support materials and resources as you work towards implementing the Duty within your firm.
Using technology to manage regulatory change
What impact regulatory change has on advice firms and how technology can help run more compliant, and ultimately more efficient, businesses?
The FCA’s ESG priorities
A brief summary of the regulator’s environmental, social and governance strategy and the ESG-related work it is engaged in.
Pension transfer advice: the final rules at a glance
A four-page summary of the FCA’s Policy Statement PS 20/6.
PROD rules for advisers
A summary of the FCA's rules related to PROD 3: MIFID and PROD 4: Insurance Distribution Directive.
Ensuring the fair treatment of vulnerable customers
A high-level summary of the FCA’s Finalised Guidance FG21/1.
The Senior Managers and Certification Regime
A summary of the FCA’s guide for solo-regulated advice firms.