PIMFA
Tax & Regulation | 3 Aug 15
APFA says UK Gov’t needs to fix ‘unfair rules’ facing advisers
The UK Government needs to address “unfair rules” which mean advisers face uncapped liability until death, the Association of Professional Financial Advisers (APFA) said in its response to the launch of a Financial Advice Market Review.
Tax & Regulation | 3 Jul 15
APFA urges UK Gov’t to ease regulatory burden on advisers
The Association of Professional Financial Advisers (APFA) has urged the UK Government to overhaul financial regulation to reduce the burden placed on financial advisers.
Advisers should not fund guidance guarantee
Old Mutual Wealth has called on workplace trust schemes to help cover the cost of the Governments upcoming guidance guarantee scheme, rather than leaving a disproportionate amount to financial advisers.
Guidance guarantee levy unfair on advisers
A proposed levy to pay for the UKs guidance guarantee would be unfair on advisers and consumers, according to IFA trade body APFA.
North America | 30 Jul 14
FATCA seen as an opportunity not a burden
Contrary to common perception, many wealth management firms in the UK are embracing the controversial Foreign Account Tax Compliance Act (FATCA) legislation, which began its implementation on 1 July, with some carving out a niche specifically advising orphaned American clients.