We have seen a very large number of pension transfer suitability reports since the introduction of the pension freedoms that
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The rights of pension scheme members to transfer, that were established in the Pensions Act 2015 are no longer absolute
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ATEB has worked with many firms over the past few years in relation to defined benefit pension transfer advice. This
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Most readers will be aware of the FCA’s successful legal action in what has been widely referred to as the
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It has been well publicised that the FCA has aimed increasingly close scrutiny in the direction of firms that have
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Based on data and live visits to firms during the period from April 2015 to rule changes in 2018 and
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Well, 21 March has come and gone and, while it is presumed that the EU’s new disclosure rules around sustainable
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The FCA has launched a whistleblowing campaign ‘in confidence, with confidence’ to encourage individuals working in financial services firms to report potential
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Alongside the rules introduced in October 2020 by Policy Statement (PS 20/6), the FCA published an accompanying guidance consultation (GC
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Consultation on increasing the NMPA to age 57 On 10 February 2021, and without much in the way of publicity,
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