Pension transfers – considering life cover
We have seen a very large number of pension transfer suitability reports since the introduction of the pension freedoms that
2015
New anti-scam rules for scheme trustees
The rights of pension scheme members to transfer, that were established in the Pensions Act 2015 are no longer absolute
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
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,