Please see the third issue of Pensions News here .
To access issues 1 and 2 of Pensions News, please see previous ATEB news articles.
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Fish, tree or river?
Read about the most common failings with transfer advice and how to avoid them.
This is a uesful FCA consultation if you have PEPs
Significant changes are imminent relating to disclosure documents and also GI renewals.
Pension Switches – a timely reminder
Alistair MacDougall Compliance ML, Pension, Switch
The regulator first published guidance on pension switching advice in 2009. It still applies yet firms do not always meet the requirements.