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.



FCA Trade Association COVID -19 liaison meeting
Alistair MacDougall Compliance COVID-19, FCA, Mortgage, Pension, PI, Update
Key points from a recent meeting of the Association of Professional Compliance Consultants with the FCA.