FCA Policy Statement PS18/20 introduced a new requirement that all Pension Transfer Specialists (PTS) must hold the Level 4 qualification
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In any advice scenario, it is good practice to ensure that the client is clear about what service is to
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ATEB has worked with many firms over the past few years in relation to defined benefit pension transfer advice. This
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FT Adviser published an article on 21 September under the heading ‘How to advise on DB transfers’. We would like
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Most readers will be aware of the FCA’s successful legal action in what has been widely referred to as the
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It has been well publicised that the FCA has aimed increasingly close scrutiny in the direction of firms that have
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The rules that came into effect in October 2020 arrived under a headline objective of ‘banning contingent charging’. Inevitably, the
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“I’ve started so I’ll finish …”. A well known catchphrase first coined by Magnus Magnusson, the original presenter of the
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PS18/20 introduced rules to raise qualification levels for pension transfer specialists (PTSs) to require them to obtain the same qualification
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In recent months, firms have been asking us about the process for managing drawdown plans. What do the rules require?
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