Our response to the consultation was to specific questions are set out in the appendix to this letter (below). We have only responded to those questions that we feel it is appropriate for us to comment. We also noted the consultation envisages only applying to Contract based providers. We believe it should consider allowing use in trust-based providers, subject to same rules, where they are also contract based providers (i.e. insurer-owned Master trusts). More…
12 February 2025 - APPT response to FCA onsultation on the Advice Boundary