Please see the fourth and final free issue of Pensions News here .
To access the first three issues of Pensions News, please see previous ATEB news articles.
As previously explained, there is normally a charge for this bulletin. These four issues have been provided free of charge courtesy of Paul Clark of Russelldene Consulting Ltd.
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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.
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Jeffrey Mushens, Technical Policy Director at TISA, provides a PROD perspective.
Many DFM/Adviser relationships are based on the agent as client model. This carries hidden dangers.
Budget 2018 / Extended Intelligent Office Integration
Confirmation of further rule and guidance changes in relation to advice on pension transfers.
Pension Transfer Advice – FCA’s latest findings
Alistair MacDougall Compliance 2019, FCA, Pension, Pension Transfer, PI
The FCA has published its latest findings on the quality of transfer advice. It does not make happy reading …