Tax & Regulation
Mifid II rules on ESG a timebomb for some advisers
Assumption that clients are not interested means many are not even broaching the subject
HMRC pays back record £166m in pension freedoms tax
‘Whole system is complex and there is a clear need to review how it works’
FCA third-party reviews soar in 2019/20
But retail investment and pension companies received relatively few
Dozen UK firms in default during March 2020
Lifeboat scheme said clients could be able to get back money they have lost