What should a good pension transfer report look like?
ATEB has worked with many firms over the past few years in relation to defined benefit pension transfer advice. This
2015
The Avacade saga – a summary
Most readers will be aware of the FCA’s successful legal action in what has been widely referred to as the
Pension transfer advice – assessing transfer risk
It has been well publicised that the FCA has aimed increasingly close scrutiny in the direction of firms that have
Abridged advice – how is it going so far?
Based on data and live visits to firms during the period from April 2015 to rule changes in 2018 and
ESG, ESG, ESG!
Well, 21 March has come and gone and, while it is presumed that the EU’s new disclosure rules around sustainable
FCA whistleblowing campaign
The FCA has launched a whistleblowing campaign ‘in confidence, with confidence’ to encourage individuals working in financial services firms to report potential
Finalised guidance – Advising on pension transfers
Alongside the rules introduced in October 2020 by Policy Statement (PS 20/6), the FCA published an accompanying guidance consultation (GC
Increasing the normal minimum pension age
Consultation on increasing the NMPA to age 57 On 10 February 2021, and without much in the way of publicity,
Pension transfers – scheme information
Scheme data templates are available to make the process of obtaining scheme and member information more efficient.
US Privacy Shield does not protect privacy – ECJ
The EU/US Privacy Shield agreement has been struck down by the ECJ.