FCA Pension Transfer Workshop – update
There is still an opportunity to attend one of these events.
Pension Transfer
FCA Pension Transfer Workshop
Learn the FCA's latest views on transfer advice.
Pension transfers – Triage and assessing Transfer Risk
The FCA has issued new rules and guidance on these topics. Firms providing advice on pension transfers should read more.
FCA to review the impact of RDR and FAMR
See what we think might be covered.
FCA priorities for 2019
See what the FCA is working on.
December 2018 Update
Attitude to Transfer Risk / Extended Intelligent Office Integration
Pension Transfer Advice – FCA’s latest findings
The FCA has published its latest findings on the quality of transfer advice. It does not make happy reading ...
Policy Statement PS 18/20 – Pension Transfers
Confirmation of further rule and guidance changes in relation to advice on pension transfers.
Transfer triage
Firms that advise on defined benefit transfers need to ensure that their triage process does not inadvertently cross the line […]
September 2018 Update
New Inheritance Tax (IHT)/Trust Planning Advice & APTA/TVC Options