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

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