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Pension Transfer Webinars
Compliance

As indicated in last week’s Newsletter, we will be running a series of webinars, starting late October, that will provide detailed explanation of the new rules around Pension Transfer Advice and how firms can satisfy these.

There will be three webinars, each lasting around 20-30 minutes, as follows:

  • Part one
    Overview of the rule changes
    Contingent charging ban
  • Part two
    Filtering
    Information / Education (‘Triage’)
    Abridged Advice
  • Part three
    Considering the Workplace Pension option
    Other rule changes

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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.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

Our View

For information.

Action Required By You

Please email us here to express an interest in joining the webinars.

Apologies to those who had problems with this link from last week’s Newsletter. If the link above isn’t supported on your device please simply email your interest to webinars@atebconsulting.co.uk

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About the Author

Alistair MacDougall

Technical Manager - Often referred to as the Oracle or the Sage, Alistair has a wealth of financial services experience. He is our go-to Technical Manager and enjoys nothing more than a complicated conundrum. Feel free to test his renowned knowledge by getting in touch.

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