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
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 […]
Pension transfer advice – personalised charges
“I’ve started so I’ll finish …”. A well known catchphrase first coined by Magnus Magnusson, the original presenter of the […]
Qualification requirements for Pension Transfer Specialists
PS18/20 introduced rules to raise qualification levels for pension transfer specialists (PTSs) to require them to obtain the same qualification […]
Managing drawdown
In recent months, firms have been asking us about the process for managing drawdown plans. What do the rules require? […]