We recently reviewed a pension transfer report where the client was recommended to transfer out of the defined benefit scheme
Read more
We have completed the latest upgrade to ATEB Suitability on 13th March 2022. This update comes at no additional cost
Read more
FT Adviser published an article on 15 February under the headline “Advisers struggle to get savers to come for pension
Read more
Platforms play a big part in the investment process of most UK firms. According to Defaqto, 94% of advisers place
Read more
We previously issued a newsletter in February 2021, outlining government proposals to increase the Normal Minimum Pension Age (NMPA) from
Read more
The FCA has recently issued a reminder to firms about forthcoming changes to the UK telephone system. The
Read more
Redirect links from fsa.gov.uk to fca.org.uk will stop working on 1 October 2021. After 8 years, the fsa.gov.uk
Read more
We have completed the latest upgrade to ATEB Suitability on 20th September 2021. This update comes at no additional cost
Read more
In recent months, firms have been asking us about the process for managing drawdown plans. What do the rules require?
Read more
It will be a surprise to few in our industry that those firms involved in defined benefit pension transfer business
Read more