Pension Transfer – FCA Advice Checker
Back in June 2020, the FCA published an ‘advice checker’ to help consumers assess whether pension transfer advice they had
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British Steel Transfers – Asset Retention
The FCA has made the following announcement. “This morning we have announced that we are using emergency powers to prevent
Pension Transfer charging
Policy Statement PS 20-06 stated that a firm providing pension transfer advice “… may also not charge less than it
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
Consumer Duty – impact on adviser charging
The FCA is devoting a great deal of weight to its upcoming Consumer Duty regulations. These will be finalised in
Awareness of the new FCA rule changes of sustainability
You read it here first – probably! The FCA has finalised new rules around disclosure in relation to sustainability.
Is now a good time?
The tentative question posed in the heading to this article refers to the vagueness of the rules around when disclosure
Pension Transfers and Serious Ill Health Lump Sums
We often see pension transfer cases where the client is in ill health and with this as the primary driver
Discounting advice options
A question that pops up from time to time is whether there is a need to discount potential options that
Pension transfers – considering life cover
We have seen a very large number of pension transfer suitability reports since the introduction of the pension freedoms that