Video testing

from threesixty

spring 2019

Intro ... It seems

Contents Quick catch up... Regulatory matters Technical matters threesixty hot topics Features Senior management and certification regime DB triage How to avoid professional indemnity cover’s most common pitfalls How to exit a business in a satisfying way Services Intermediaries and technology Getting the most from our core services Key contacts 2019 development programme Dates to note

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Russell Facer, Managing Director

Remote learning

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Dates to note

1 April Changes to how the FSCS is funded come into effect 6 April New tax year begins - view our webiste for annual updates 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 PPI 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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