Phil Dibb from The IFA Corporation (TIFAC) will take us through some of the biggest compliance issues that will challenge firms in 2025, including:
- Ongoing advice … what will the FCA do next and are IFA firms on track with annual suitability reviews?
- Drawdown / retirement income advice … Sustainable income vs. ‘it’s their money’. This topic continues to drive debate.
- The FOS introduce CMC case fees – will it improve case quality or will numbers fall?
- Pension death benefit proposed changes …. Will the IFA sector see a focus on ‘whole of life’ contracts?
- ESG / Ethical investing (are firms are taking on new clients and actively discussing this area?) and clients making an informed choice?
- The Consumer Duty meets ‘protection’ and the needs of under-insured clients.
- My FCA – The new system soon to be introduced.
Enter your details below to access this exclusive webinar content!
Brought to you by the Prestwood Professional Partners Development Programme.
