Yes, it’s another article about Consumer Duty. But wait, don’t switch off, this time round it’s different. We are now moving into the final implementation period, where all the theory that has been written about so much over recent months gets put into practice.
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
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