Round Up Spring 2019

Dates to note

1 April Changes to how the FSCS is funded come into effect. 1 April Extension of eligible complainant definition for referral to FOS. 6 April New tax year begins. 6 April Rates used within assumptions when preparing APTA are subject to change. 7 May New rules relating to benchmarks come into force for new asset management funds. 1 June New PI insurance requirements for personal investment firms are introduced. January to October Buying and selling an advisory business (for business owners). March to November Supervisor course (specialist workshop) . March to November DB to DC training (specialist workshop). March to November Protection (for advisers and paraplanners). April and May A question of tax. June and July Investment trends and predictions. September and October Risk management. September and October Planning for a long retirement. September and October Tax calculations (for advisers and paraplanners).

Regulatory matters

Regional development event

Workshops

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