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.



Outsourcing to cloud and other IT service providers
Alistair MacDougall Compliance 2016, 2018, 2019, 2020, Data Protection Act, FCA, GDPR, Pension, PI, Update
Existing FCA guidance continues to apply rather than new EU guidelines.