Pension Transfer Webinars

1 October 2020 Alistair MacDougallCompliance

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

Don’t forget to check Our View about this article and the Actions Required By You

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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