Menu
Free Pension Transfer Webinars

You might have seen our various articles covering off the changes to Pension Transfer rules introduced with PS20/06 that came in to full effect on 1 October 2020. You can find these here …

Part one – contingent charging ban 

Part two – abridged advice

Part three – workplace pensions

Part four – just one more thing?

Part five – and finally!

We have also created three webinars that summarise the rules. These are now available free of charge for a limited period. Going forward, similar webinars will be chargeable for non-ATEB clients.

To access the webinars, go here.

A webinar covering the rules for Client Reviews is also available.

Don’t forget to check Our View about this article and the Actions Required By You

Free Pension Transfer Webinars

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.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

Our View

We hope you will find the webinars and articles of value. 

Please note that no CPD certificates are available but you can log this time as structured CPD. Each webinar lasts around 20 minutes and, alongside a review of the relevant article, supports 30 minutes of CPD. The articles can be printed as evidence for CPD purposes.

Action Required By You

For information.

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

Dark_wall_just_ateb_signage

An ATEB reminder for all staff involved in insurance distribution activities

Compliance , , , ,

We thought it appropriate to issue a New Year reminder for firms that have staff …     directly involved in the carrying on of the firm’s insurance distribution activities; or within the management structure responsible for the firm’s insurance distribution activities; or responsible for the supervision of a relevant employee acting in the capacity […]

Read More
Bokeh photography of lights

Regulatory priorities for 2023

Compliance , , ,

As 2022 comes to an end, all our readers are probably thinking more about the imminent festivities and looking forward to a well earned break from what has undoubtedly been a difficult year in several obvious respects.   We at ATEB are also looking forward to a few days off. However, without wishing to spoil […]

Read More
https---s3-eu-west-1.amazonaws.com-fta-ez-prod-ez-images-5-2-0-7-1217025-1-eng-GB-FCA2.JPG?v1

FCA – moving to ‘External Multi Factor Authentication’

Compliance , ,

The FCA recently advised of incoming changes to how firms access FCA systems.     In order to protect firms’ data, the FCA are to implement multi factor authentication (MFA). This will replace the current method used by firms to log into the FCA systems. Multi-factor authentication ensures only you access your accounts. Currently firms […]

Read More
Copyright © 2023 FCA

10% Portfolio Drop Rule – dropped!

Compliance , , , , , ,

As part of the Government’s reforms of previous EU legislation, next on the list is the proposal to scrap the 10% portfolio drop rule, which was introduced within MiFID II rules in January 2018.   Under the legislation firms were required to notify clients where the overall value of their portfolio had fallen by 10% […]

Read More
Copyright © 2023 FCA

GI – value measures

Compliance , , ,

We have received the following from the FCA.     We want to draw attention to a new FCA publication; https://www.fca.org.uk/data/general-insurance-value-measures-jul-dec-2021 As you will be aware, in our General Insurance (GI) add-ons market study (MS14/1) we identified poor product value as an area of harm in general insurance. This has been caused by ineffective competition between providers […]

Read More
Load More