On this page you will find articles, calculators and webinars covering:
Right now, the Financial Conduct Authority is putting the finishing touches to its new Consumer Duty. As we count down to the launch of the new rules and guidance, we wanted to understand what advisers think about the forthcoming changes and how they plan to adjust their existing business practices.
In our latest research, you can find what advisers are saying about the Duty – along with answers to these key questions:
The new Consumer Duty is fast approaching. Our webinar will explore the key changes as well as the tools and support we offer to help you get ready.
The Insurance Distribution Directive (IDD) came into force in October 2018 and introduced a number of new obligations that firms involved in the designing and selling of insurance products need to meet.
From 6 October 2020, The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 introduced a new requirement for certain express trusts to be registered on HMRC’s Trust Registration Service even where the trust does not have a current tax liability. Any trust that has a current tax liability already needs to be registered.
Powers of attorney are a valuable tool that helps vulnerable people have their affairs managed before or when they have lost mental capacity.
The following guides help people who work in regulated markets learn about:
There are different laws and processes in England and Wales, Scotland and Northern Ireland.
The following guide only covers powers of attorney registered in England and Wales and court orders issued in England and Wales.
For information about powers of attorney in Scotland
For information about powers of attorney in Northern Ireland.
A range of tools to help you with protection, including more detailed information on business protection, what is the right trust to use in certain situations and a range of support for parents setting up family protection to ensure their children are cared for, should something unfortunate happen.
This quick calculator from the ABI can highlight the kind of payments an individual may be entitled to in the worst-case scenario. Percy the protection calculator
CPD | A guide to wills, trusts and guardianship - Recommending life cover to your clients helps make sure they’re financially protected but does it go far enough? Our Good Parent Portfolio makes it easier to talk to clients about making a will, putting protection plans into trust and the importance of thinking about guardianship.
CPD | Unlocking protection opportunities in the UK rental market - In this webinar we look at the changing dynamics of the UK housing market and how renting a home is fast becoming the lifestyle choice of many. We explore the reason tenants can be more financially vulnerable than homeowners and why protection is equally important for tenants.