Transfer advice transition period
How do the transitional rules on transfer advice apply?
2020
Workplace Pensions
Firms that provide advice on DB pension transfers have to consider workplace pensions as the destination. How can these be […]
Abridged Advice Report Template Tweaks & New Provider Text
Abridged Advice Report Tweaks & New Provider Text
EU Withdrawal – Transitional period for new rules
The FCA has published rules that will apply following the end of the EU Withdarawal Transition in December 2020.
New transfer rules – are you ready?
New rules apply to transfer advice from 1 OCtober 2020. Are you ready?
New pension transfer rules – ATEB Suitability is ready
Is your suitability report process ready for the new transfer rules? ATEB Suitability is!
New Abridged Advice Report Template & PS20/06 Rules for DB Transfer
DB Transfer PS20/06 Update & New Abridged Advice Template
Call for input – Consumer Investments Market
Have your say to influence future regulation.
Webinar – pension transfers
ATEB is running a series of webinars covering the significant changes to the rules around pension transfer advice that apply […]
Changes to Directory Feedback
The way firms receive Directory feedback has changed.