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November 22, 2019

Import Rules

Import Rules: the next level of efficiency-saving! Thousands of clients have been imported from Intelligent…
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September 9, 2019

Why we won’t be changing anything in Truth for CP 19/25 (hint: it’s because we’re already compliant!)

A few weeks ago the FCA published a consultation paper about pension transfer advice, contingent charging, and…
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April 5, 2019

Tax Year 2019/20 Cashflow Changes

It's that time of year again... Yes, the 6th of April is upon us again. …
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November 8, 2018

Putting the A in APTA (Part 2)

In our last blog, we discussed what you need to do to give compliant DB…
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September 28, 2018

Cashflow Modelling puts the A in APTA!

On the 1st of October, the FCA will be making some changes to what’s required…
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August 17, 2018

More Pension Planning enhancements in the pipeline

We hope you've been enjoying the various Pension Planning enhancements we've unveiled over the past…
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June 27, 2018

How to choose a Cashflow Modelling tool

How to choose a Cashflow Modelling tool With the debate raging about whether you have to…
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May 23, 2018

Two great CPD opportunities…

A couple of dates for your diary, and opportunities to learn (and pick up some…
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April 23, 2018

Has the FCA Policy Statement on APTA completely missed the point?

I briefly thumbed through the FCA’s response to their consultation paper on Defined Benefit (DB)…
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March 29, 2018

Cashflow changes for Budget 2018

Relax, we've got the budget all worked out... The end of the tax year can…
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