ATEB is running a series of webinars covering the significant changes to the rules around pension transfer advice that apply
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You suspect a client is being scammed - what do you do?
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Firms providing pension transfer advice must consider an available workplace pension as a destination for any transfer.
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A sea change of focus hidden in a subtle change of terminology.
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Do you have to provide a suitability report for clients that are not UK citizens?
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In this final article of the series, we cover the remaining items from PS20/06.
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How the FCA's assessments of suitability have developed.
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On 5 June, the FCA published the long awaited policy statement following its consultation from 2019, CP 19/25. The policy
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This policy statement covers far more than the ban on contingent charging for transfer advice.
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This article looks at the requirement to consider the client's workplace pension as a target for any pension transfer.
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