In association with Thistle Initiatives, independent compliance consultants
Retirement planning is undoubtedly more complex than it used to be and achieving truly personalised advice is becoming more challenging. Feedback from advisers and the success of the compliance forums we held in 2017 have encouraged us to establish Compliance Spotlight.
Rethinking retirement together
Compliance Spotlight is a home where compliance professionals and advisers can comfortably explore regulatory themes and emerging risks for their clients and firms. We won’t pretend to have all the answers, but we’re confident that we can help create modern retirement financial planning frameworks.
Look out for the following series of articles, webinars and forums on key regulatory change, brought to you in association with Thistle Initiatives, independent compliance consultants expert insight:
- Pension Transfers
- MIFID II
- Senior Management Certificate Regime
- Centralised Retirement planning