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 Business Plan 2019-20
Alistair MacDougall Compliance 2019, FCA, MiFID, ML, Pension, Pension Transfer, PI, SM&CR
The FCA has announced its priorities for action over the coming months.