Pension transfers – scheme information
Scheme data templates are available to make the process of obtaining scheme and member information more efficient.
Pension Transfer
Pension transfers – ensuring client understanding
The new rules around transfer advice set a difficult challenge for advisers.
Abridged Advice – points to note
One should do and one don't do!
The importance of ‘knowledge and experience’
How do you assess and take account of the client's knowledge and experience?
Workplace Pensions
Firms that provide advice on DB pension transfers have to consider workplace pensions as the destination. How can these be […]
New transfer rules – have you applied them yet?
Don't get caught out by the transitional period.
New transfer rules – are you ready?
New rules apply to transfer advice from 1 OCtober 2020. Are you ready?
Pension Transfer Webinars
Register your interest in taking part in a series of Pension Transfer Seminars.
New pension transfer rules – ATEB Suitability is ready
Is your suitability report process ready for the new transfer rules? ATEB Suitability is!
New Abridged Advice Report Template & PS20/06 Rules for DB Transfer
DB Transfer PS20/06 Update & New Abridged Advice Template