Paul Clark of Russelldene Consulting Ltd is a Chartered Financial Planner, FPFS, ACIPP. His company provides technical consultancy to the financial services industry and specialise in the pensions sector.
One of the services Paul provides to his clients is a regular bulletin (most weeks) entitled Pension Related News. It provides useful information and relevant (unstructured) CPD, including a test, for those specialising in pensions and retirement planning. Although aimed primarily at pension advisers, it will also cover other planning considerations such as taxation.
There is normally a charge for this bulletin but for the next four issues, these will be provided free of charge via the ATEB newsletter. Thereafter, those interested in receiving the bulletin on an ongoing basis should contact ATEB for more information.
The first issue is available here.
Regulatory Change – Proposed Changes to the Normal Minimum Pension Age
David Anderson Suitability 2021, Conduct, NMPA, normal minimum pension age, Pension, protected, protection, transfer, Update
We have made a change to ATEB Suitability following a recent regulatory development. What does this mean for me? Following the Draft Finance Bill published on 20 July 2021, we have updated the wording of our ‘Proposed changes to Normal Minimum Pension Age (NMPA)’ section within the ‘Retirement Advice’ page of the main […]