Here is a digest of regulatory issues that have come across my desk this week. Where relevant, I have provided high-level summaries and hyperlinks to documents that give further detail. Getting your clients’ important documents in order Bank of Scotland fined for a breach of financial sanctions regime Executive Income Protection The Purpose of a Business Getting your clients’ important documents in order We have a good number of elderly clients, most of whom have heirs a

Here is a digest of regulatory issues that have come into my inbox this week. I have provided high-level summaries and hyperlinks to documents that give further detail. Protection advice is about people, not policies Oxford Risk: Your suitability fears are unfairly restricting your clients’ growth 3.3 million people will be hit by the salary sacrifice cap. New regime for securities and what consumers should look out for Stablecoins: preparing for disruption Protection advi

Here is a digest of regulatory issues that have come into my inbox this week. I have provided high-level summaries and hyperlinks to documents that give further detail. FCA highlights good practice and risks in complex ETPs for retail investors Tax and disability in the UK: review of trusts and other savings options FCA publishes webpages on the new crypto regulation regime Should income protection become a cornerstone of financial planning? FCA highlights good practice an

Here is a digest of regulatory issues that have come into my inbox this week. • IHT planning following the changes to pensions • Pension value to be put under the spotlight Tackling non‑financial misconduct in financial services Deepening Outcomes Under the Consumer Duty FCA removes contactless payments limit