Our recent article provided an overview of the FCA’s latest thinking around Pension Transfer advice as presented at a series of workshops being run around the country.
If you are involved in advising on pension transfers and have not attended one of the workshops, there is still time to do so. The remaining venues and dates are shown below.
19 March – Exeter
20 March – Telford
27 March – Doncaster
28 March – Newcastle
Further details can be found here.
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Firms involved in advising on pension transfers should attend one of the workshops if at all possible. The FCA does note who attends!
For information.
Further guidance on dealing with customers in financial difficulty.
How do the transitional rules on transfer advice apply?
The Gabriel replacement is now being rolled out to firms.
Firms that provide advice on DB pension transfers have to consider workplace pensions as the destination. How can these be researched?
SM&CR – FCA explainer video
Alistair MacDougall Compliance FCA, SM&CR
The FCA has issued a video explaining what firms have to do ahead of 31 March 2021.