Do you mark your own homework?
Most firms will have at least vague recollections of the FSA’s thematic review of pension switching and the report it […]
DBAAT
PS22/14 – Consumer redress scheme for unsuitable advice to transfer out of the British Steel Pension Scheme
This article will be of relevance to firms who have provided pension transfer advice to members of the British Steel […]
Pension Transfer – FCA Advice Checker
Back in June 2020, the FCA published an ‘advice checker’ to help consumers assess whether pension transfer advice they had […]
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 […]
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 […]
FCA Defined Benefit Advice Assessment Tool (DBAAT)
You may well have seen reports that the FCA recently published its Defined Benefit Advice Assessment Tool (DBAAT). This is […]