Workplace Pensions
Firms that provide advice on DB pension transfers have to consider workplace pensions as the destination. How can these be […]
Pension
New transfer rules – have you applied them yet?
Don't get caught out by the transitional period.
New Abridged Advice Report Template & PS20/06 Rules for DB Transfer
DB Transfer PS20/06 Update & New Abridged Advice Template
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 SM&CR Annual Reporting Requirement
Disciplinary action arising from a breach of Conduct Rules must be reported.
Webinar – pension transfers
ATEB is running a series of webinars covering the significant changes to the rules around pension transfer advice that apply […]
Saving clients from scams
You suspect a client is being scammed - what do you do?
Another pension switch bites the dust
Yet another switch has been found wanting at the FOS.