Pension Transfers – considering a workplace pension
We recently reviewed a pension transfer report where the client was recommended to transfer out of the defined benefit scheme […]
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Template Enhancements including New Buy to Let Mortgage Options
We have completed the latest upgrade to ATEB Suitability on 13th March 2022. This update comes at no additional cost […]
Ongoing client reviews – appropriate or not?
FT Adviser published an article on 15 February under the headline “Advisers struggle to get savers to come for pension […]
Platform switching – is a suitability report required?
Platforms play a big part in the investment process of most UK firms. According to Defaqto, 94% of advisers place […]
Government Scrap Protected Pension Age Window
We previously issued a newsletter in February 2021, outlining government proposals to increase the Normal Minimum Pension Age (NMPA) from […]
Operational resilience: preparing for the switch from analogue to digital phone lines
The FCA has recently issued a reminder to firms about forthcoming changes to the UK telephone system. The […]
FCA website URL
Redirect links from fsa.gov.uk to fca.org.uk will stop working on 1 October 2021. After 8 years, the fsa.gov.uk […]
Template Upgrades – Including Attitude to Investment Risk Section
We have completed the latest upgrade to ATEB Suitability on 20th September 2021. This update comes at no additional cost […]
Managing drawdown
In recent months, firms have been asking us about the process for managing drawdown plans. What do the rules require? […]
Back to basics
It will be a surprise to few in our industry that those firms involved in defined benefit pension transfer business […]