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.
Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.
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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.
The date for certifying staff has been deferred in light of the current health emergency.
The FCA has published the findings from its review of equity release advice.
The FCA is issuing a further data request to firms in the DB transfer market.
The FCA is now preparing to gradually move firms across to RegData, the new data collection platform, which replaces Gabriel.
PS20/06 – part one: ban on contingent charging
Alistair MacDougall Compliance 2020, FCA, Mortgage, Pension, Pension Transfer, PI
The first of four articles explaining the implementation and implications of Policy Statement PS20/06.