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FCA bans contingent charging for DB pension transfers
Need to ‘improve professionalism’ of transfer specialists and their ‘knowledge in choosing assumptions’
Sipp complaints drop 32%
But there was a 93% jump in film partnership cases opened by the financial ombudsman
FCA stops Montfort Intl from carrying out new pension business
Including where applications have not yet been submitted to product providers
Financial advisers can defer CPD to next year
While BMO Global Asset Management rolls out CPD tracking tool
Alternatives | 28 May 20
Investment Management body releases EU ESG guide for advisers
Sustainable Finance Disclosure Regulation is set to come into force in March 2021