The tentative question posed in the heading to this article refers to the vagueness of the rules around when disclosure
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We often see pension transfer cases where the client is in ill health and with this as the primary driver
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A question that pops up from time to time is whether there is a need to discount potential options that
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We have seen a very large number of pension transfer suitability reports since the introduction of the pension freedoms that
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The rights of pension scheme members to transfer, that were established in the Pensions Act 2015 are no longer absolute
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We previously issued a newsletter in February 2021, outlining government proposals to increase the Normal Minimum Pension Age (NMPA) from
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Policy Statement PS20-06 states: “A firm may set a different level of non-contingent charges if they are not undertaking the
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FCA Policy Statement PS18/20 introduced a new requirement that all Pension Transfer Specialists (PTS) must hold the Level 4 qualification
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In any advice scenario, it is good practice to ensure that the client is clear about what service is to
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ATEB has worked with many firms over the past few years in relation to defined benefit pension transfer advice. This
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