New transfer advice rules – 1 October 2018
New rules around transfer advice apply from 1 October 2018. Make sure you are aware and ready for them.
Pension Transfer
Final phase of the FCA’s transfer review starts
If you are involved in advising on DB transfers, this will be of interest.
June 2018 Update
Defined Benefit Transfer Templates & MiFID II Changes
Transfer advice – Insistent clients
Should you deal with insistent clients?
FCA Sector Views 2018 – Pensions and Investments
Keep up to date with the FCA's current areas of focus.
2018/19 Tax Year Changes & April 2018 Update
More Choice - More Flexibility - More Relevance
CP 18/7 – Improving the quality of transfer advice
The FCA proposals for further changes to rules around pension transfer advice.
PS18/6
New rules apply to transfer advice from 1 April 2018.
MiFID II Disclosure article 2 – services and costs
Your disclosure documents should be reviewed for compliance with MiFID II requirements.
Transfer advice – dependant’s benefits
Not all schemes are the same ... a reminder about dependant's benefits.