FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Next phase of growth
Regulator has visited some firms already
Platforms react to Fidelity blocking Income Focus purchases
Chris Hill's letter to Treasury
Cash balance surges
Replacing outgoing Phil Loney
162,000 DB transfers taken place
Two breaches of 10% limit last year
Discount mechanism applied to larger funds
From 31 May
20 June 2019
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1 min read
