Monthly Archives: June 2010

  • Small Firms Financial Crime Review.

    A 59 page read from the FSA – actually there are a number of valid issues raised in this and perhaps a little difficult to give a thorough but short... Read more.

  • Client Files

    We’ve been asked if we have any views on how client files should be segmented. This is very much of course a personal choice for each firm – but for... Read more.

  • Age 75 Annuitisation

    We’ve attached a copy of the HMRC note which outlines the immediate postponement of the need to annuitise at age 75, put back for the time being to age 77... Read more.