Monthly Archives: February 2015

  • Pensions

    As the forthcoming changes to pensions throw up many interesting financial planning opportunities for clients, it is worth a note of caution when re-organising client’s finances to potentially benefit from... Read more.

  • Complaints

    At present if you receive a complaint which you are able to resolve with the client by the close of business the following day, then this is treated as being... Read more.

  • Life settlements

    We noted recently that a group of investors in the EEA Life Settlements Fund are trying to obtain compensation from the FCA.  The fund suffered a run following the FSA... Read more.