Your profession

‘The key for advisers is preventing their clients from harm’

In line with Consumer Duty requirements

Extension until 2 April 2025

More jargon-busting work to be done

Part one: Great Wealth Transfer, Consumer Duty, school fees, CII/PFS warning

Part two: Tax under Labour, Chartered changes, pensions, FOS

Regulator seeks collective £590,544 fine over ‘reckless disregard’

One appointee will help ‘build and maintain public trust’

The regulator also secured nine prosecutions against fraudsters last year

Graeme Bold named MD for workplace and intermediary wealth