As we approach the start of the consumer testing phase of the MoneyHelper dashboard, PASA has updated our guidance to support industry with dashboards connections. This session will cover updated guidance on Data Matching Conventions, as well as the Dashboards …
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Join us for a twilight session exploring what ‘PASA Accreditation’ means for you. Whether you’re a Third-Party Administrator, an in-house team, trustee, pension manager, Third-Party Evaluator – or anyone involved in demonstrating (or supporting the demonstration of) adherence to TPR’s …
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Kim will be on the panel to discuss: Advice under review - what the next five years of regulation could bring The FCA’s new five-year strategy sets the long-term direction of travel for advice firms, with potential changes to disclosure … |
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