The FCA has recently issued a reminder to firms about forthcoming changes to the UK telephone system. The
Redirect links from fsa.gov.uk to fca.org.uk will stop working on 1 October 2021. After 8 years, the fsa.gov.uk
We have completed the latest upgrade to ATEB Suitability on 20th September 2021. This update comes at no additional cost
In recent months, firms have been asking us about the process for managing drawdown plans. What do the rules require?
It will be a surprise to few in our industry that those firms involved in defined benefit pension transfer business
It has been a busy month for papers and publications at the FCA. These include: New
Firms involved with pension transfer business will know that there is a requirement to consider an available workplace pension (WPS)
Way back in December 2019, the FCA published PS19/29 – Making Transfers Simpler. The policy statement and accompanying rules were
Assessing suitability has always essentially been based around the same overarching principles … The recommended product type should
Yet another switch has been found wanting at the FOS.