If you are having difficulties understanding and completing the new RDR Adviser Charging and Consultancy Charging (sections K and L) of RMAR, ATEB has produced guides available to all clients and E-Compliance members.
The data to be input is not straightforward and so you need to ensure that firstly you understand the definitions and secondly, are able to record and reproduce the data without too much difficulty.
ATEB’s guides decipher FCA speak into plainer English with the use of practical examples.



Pension Transfer Advice – FCA’s latest findings
Alistair MacDougall Compliance 2019, FCA, Pension, Pension Transfer, PI
The FCA has published its latest findings on the quality of transfer advice. It does not make happy reading …