Richard Ardron, chief commercial officer at TFAS Enterprises, explores what advisers should be looking for when considering adopting AI and how they can demonstrate that their use of AI is well governed.

This year's Consumer Duty reporting cycle marks a 'critical crossroads' in regulation, says Marjolaine Quirke, Managing Director of TFAS Compliance Services. Read the full article in professional Adviser here

Advice firms are “overwhelmed” with the choice of new technology, but are open to using AI to save time according to the latest insight from TFAS Compliance Services Read full article in FT Adviser here

TFAS Compliance Services has launched a free Consumer Duty Health Check for financial advice firms, timed to coincide with the third anniversary of the regulation coming into force in July 2023. Three years on, TFAS Compliance Services says some firms may be uncertain how robust their evidence base is and with the FCA suggesting that there may be governance gaps in many board reports, they are offering a health check to help quickly identify any remedial actions for firms. Re

The introduction of IHT on pensions from April next year represents a reset for retirement planning, writes Lauren Kiley. From 6 April 2027, unused pension funds and many pension death benefits will be brought into the inheritance tax calculation. For years, defined contribution pensions have sat outside the estate, shaping how clients and advisers approached retirement and intergenerational planning. That assumption is changing. The tax shift matters, but for advice firms th

This is a significant step forward - making it simpler than ever to include a proven, smoothed multi-asset solution in your clients’ portfolios. See what PruFund could do for your clients - explore the range and get started today. Click here to find out more.

TFAS Compliance Services has announced the launch of its '2027 Ready Programme' - a multi-partner initiative designed to ensure advisers are fully prepared for the most significant changes to inheritance tax (IHT) and pension planning in a generation. Click here to view the full article with Financial Reporter.

TFAS Compliance Services has launched a new industry initiative aimed at helping financial advisers navigate the growing challenges of technology adoption, regulatory change and artificial intelligence (AI). Click below to view the full article with Money Marketing TFAS launches adviser technology and AI support programme

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FCA Skilled Person Reviews (s166) are increasing, testing firms’ governance and compliance. Early preparation protects your reputation, reduces risk, and turns regulatory scrutiny into opportunity.