In readiness for the new rules relating to Defined Benefit Transfers (FCA Policy Statement PS20/06) applicable from 1st October 2020, ATEB Suitability intelligent report writing software has been upgraded.
This upgrade includes:
- The new mandatory one-page Pension Transfer Summary;
- Additional Workplace Pension Scheme Options;
- A new Abridged Advice Template Report;
- Expanded descriptive text for TVC.



Mortgage Credit Directive Changes
Steve Bailey Compliance 2016, 2017, 2018, 2019, FCA, Mortgage, PI, Xplan
New regulation affecting firms arranging or advising on mortgages.