Table of Contents
1
24
Round Up Autumn 2018
Front cover
1
Welcome to our first edition
1
Inside...
1
Contents
1
Regulatory matters
2
Quick catch up
2
Regulatory returns are under scrutiny
2
Improvements to FCA's GABRIEL system
2
Action needed - FCA changes its address
2
Investment platforms market study
3
New financial services directory of certified individuals
3
FCA retirement outcomes review
3
Technical matters
4
Insurable interest - Are the laws to get a much needed update?
4
Automatic Enrolment is not an option
4
Check your tax code and pesonal allowance online
4
Thw Law Commission issues a consultation document on electronic execution of documents
4
What triggers the money purchase annual allowance
5
Rent a room relief reform
5
threesixty hot topics
6
Basic rules - qualifying for the residence nil rate band
6
Flexible ISA rules
6
Death in service and the lifetime allowance
6
MiFID II
7
Deviating from your standard charging structure
7
Are you charging your clients on an indefinite basis for regular premium investment business?
7
Advising on transfers from Section 32 buyout plans
7
Features
8
Insurance Diustribution Directive
8
Approaching your PII renewal?
12
5 top tips to avoid a claim
14
threesixty client survey 2018
16
Services
20
Intermediaries and technology
20
Technology discounts
21
Getting the most from our core services
22
Key contacts
23
Getting the most from threesixty online
23
Back cover
24
Dates to note
24
Made with FlippingBook
RkJQdWJsaXNoZXIy NjM2Njg1