Pension transfers – considering life cover
We have seen a very large number of pension transfer suitability reports since the introduction of the pension freedoms that
Pension Transfer
New anti-scam rules for scheme trustees
The rights of pension scheme members to transfer, that were established in the Pensions Act 2015 are no longer absolute
Another Pension Transfer Charging Quirk
Policy Statement PS20-06 states: “A firm may set a different level of non-contingent charges if they are not undertaking the
Pension Transfer Specialist – qualification deadline
FCA Policy Statement PS18/20 introduced a new requirement that all Pension Transfer Specialists (PTS) must hold the Level 4 qualification
Pension transfer charging – avoiding misunderstanding
In any advice scenario, it is good practice to ensure that the client is clear about what service is to
What should a good pension transfer report look like?
ATEB has worked with many firms over the past few years in relation to defined benefit pension transfer advice. This
DB Advice – CPD correction
FT Adviser published an article on 21 September under the heading ‘How to advise on DB transfers’. We would like
The Avacade saga – a summary
Most readers will be aware of the FCA’s successful legal action in what has been widely referred to as the
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
DB Pension Transfers – some charging issues
The rules that came into effect in October 2020 arrived under a headline objective of ‘banning contingent charging’. Inevitably, the