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
Gig Review!
Lisa Cross Compliance FCA, Mortgage, PI, Switch
Well, sort of. OK, this is another Consumer Duty themed article but, following our attendance at the FCA’s Live and Local events (which we recommend you attend if you haven’t done so already), we thought we’d share our experience and highlight the main points that the regulator appears to be placing specific emphasis […]