Pension Transfer Webinars
Register your interest in taking part in a series of Pension Transfer Seminars.
Compliance
New pension transfer rules – ATEB Suitability is ready
Is your suitability report process ready for the new transfer rules? ATEB Suitability is!
Call for input – Consumer Investments Market
Have your say to influence future regulation.
New SM&CR Annual Reporting Requirement
Disciplinary action arising from a breach of Conduct Rules must be reported.
Webinar – pension transfers
ATEB is running a series of webinars covering the significant changes to the rules around pension transfer advice that apply […]
Changes to Directory Feedback
The way firms receive Directory feedback has changed.
Saving clients from scams
You suspect a client is being scammed - what do you do?
Delay to SM&CR dates confirmed
The FCA has confirmed that the deadline for first certification has been deferred.
Another pension switch bites the dust
Yet another switch has been found wanting at the FOS.
Pension Transfers – need to consider a workplace pension
Firms providing pension transfer advice must consider an available workplace pension as a destination for any transfer.