Monthly Archives: December 2012

  • Spreading Adviser charges – CCL

    An article in Money Marketing a little while ago raised the possibility of needing to have Category A included in your Consumer Credit Licence if you intend to let clients... Read more.

  • Recycling Pension income

    We’ve had a few queries on this recently and in the process came across this useful guide from AVIVA;-  

  • Money Marketing CPD centre – free service post RDR

    For recording ongoing CPD next year, as many of you may be aware the CII through the PFS have a facility for this and if you’re obtaining your Statement of... Read more.

  • Gender pricing – 20th December cut off

    Just a reminder of this deadline coming up very shortly. If you have any clients with policies very nearly ready to go who might be adversely affected by this, it... Read more.

  • Client Agreements post RDR

    Many ALIFA firms have been in touch regarding their post RDR Client Agreements and now have this in place. If you still have this to do, please don’t hesitate to... Read more.