TECHNICAL SUPPORT
In addition to the Regional Compliance Managers supporting our network members, we have a technical team based at our head office to answer and deal with any compliance issues you may have.
This includes technical issues on:
- Mortgages
- Equity Release
- Pensions
- IHT
- Investments
- Fund Management
- Long Term Care
The technical team can give you assistance on writing suitability reports including more specialist areas such as Occupational Pension Transfers, Pension Drawdown Equity Release and Long Term Care. For further assistance, members can also access our document library on Phossil which has a range of compliance materials that can assist you.
