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

objectives

FG 21/3 – client objectives

Compliance , , , , , ,

Following on from our previous articles on FG21/3, we will look today at another of the interesting areas covered by the guidance. It goes without saying that the guidance itself is helpful, reiterating and emphasising previous rules and guidance and clarifying some areas that were arguably fuzzy before. However, as well as the actual content, […]

Read More
White book in white table near yellow wall

STOP PRESS: Directory Persons Information

Compliance , , , , ,

We have received the following from the FCA. ATEB can help firms get over the line – call +44 (0) 191 338 8177 or email info@atebcompliance.co.uk “As you are aware, solo regulated firms were required to assess their certified staff as fit and proper; and submit relevant Directory Persons information to us by 31 March […]

Read More
calculation redress

Changes to DB Transfer redress calculations – an update

Compliance , , , ,

We wrote about the background to updated redress guidance following the Chancellor’s announcement of changes to the way that the Retail Prices Index (RPI) inflation measure is calculated from 2030. You can read that article here. The FCA’s transfer redress guidance has now been duly updated and can be accessed here. The changes affect all […]

Read More
Green dart pointed to dartboard

Recommending a ‘do not transfer’

Compliance , , , ,

Here is a question. If a client is being recommended NOT to transfer, do you still need to identify a destination arrangement for transferred funds? This question has been raised recently as we have seen an increase in the number of cases where the recommendation is ‘do not transfer’ and, at first sight it seems […]

Read More
whistleblower

FCA whistleblowing campaign

Compliance , , , , , ,

The FCA has launched a whistleblowing campaign ‘in confidence, with confidence’ to encourage individuals working in financial services firms to report potential wrongdoing. Whistleblowing is considered vital to expose poor practice and prevent wrongdoing in activities regulated by the FCA. Firms’ senior management are expected to have effective whistleblowing arrangements in place to enable employees to raise […]

Read More
Load More