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Simon Thomas
Investments
Upcoming rules that could change advice landscape
CPD
Approx.
30min
Defined Benefit
The safe way to do DB transfers
Cash
Cashflow modelling as a tool for advice
Your Industry
Clean up your act over money-launderers
Simon Thomas
Your Industry
New review shakes the motion of pensions
Simon Thomas
Your Industry
Lenders are using more sophisticated tools
Simon Thomas
Your Industry
Heed the warnings on high-risk holdings
Simon Thomas
Pensions
Help clients make most of new flexibility
Regulation
What should be on every adviser’s radar
Regulation
Assessing the right outcome for client and adviser
Platforms
Platform paper throws up important questions
Your Industry
FCA puts emphasis on transparency and TCF
Simon Thomas
Regulation
Stakeholder pensions and adviser discounts
Regulation
It is important to set the record straight
Regulation
Not quite the end of the world as we know it