We previously issued a newsletter in February 2021, outlining government proposals to increase the Normal Minimum Pension Age (NMPA) from
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FCA Policy Statement PS18/20 introduced a new requirement that all Pension Transfer Specialists (PTS) must hold the Level 4 qualification
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ATEB has worked with many firms over the past few years in relation to defined benefit pension transfer advice. This
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The Financial Conduct Authority (FCA), in May 2021, issued a Dear CEO letter entitled “Action needed in response to common
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One of the issues identified in the FCA’s Asset Management Market Study was a lack of competition among fund providers
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Following consultation in GC 20/05, the FCA has published finalised non-handbook guidance for insolvency practitioners (IPs) on how to approach
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Here is a question. If a client is being recommended NOT to transfer, do you still need to identify a
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FCA redress guidance has been updated as at March 2021 – this article explains the background as at the date
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Assessing suitability has always essentially been based around the same overarching principles … The recommended product type should
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