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
Read more
Defined Benefit
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
Read more
Pension Transfers – considering a workplace pension
We recently reviewed a pension transfer report where the client was recommended to transfer out of the defined benefit scheme
Read more
Template Enhancements including New Buy to Let Mortgage Options
We have completed the latest upgrade to ATEB Suitability on 13th March 2022. This update comes at no additional cost
Read more