Do you mark your own homework? 17 May 2023 Paul JayCompliance Most firms will have at least vague recollections of the FSA’s thematic review of pension switching and the report it […] Read More
Finalised guidance – Advising on pension transfers 6 April 2021 Alistair MacDougallCompliance Alongside the rules introduced in October 2020 by Policy Statement (PS 20/6), the FCA published an accompanying guidance consultation (GC […] Read More
FCA Defined Benefit Advice Assessment Tool (DBAAT) 2 March 2021 Alistair MacDougallCompliance You may well have seen reports that the FCA recently published its Defined Benefit Advice Assessment Tool (DBAAT). This is […] Read More