Pension Transfer Specialist – qualification deadline
FCA Policy Statement PS18/20 introduced a new requirement that all Pension Transfer Specialists (PTS) must hold the Level 4 qualification […]
FCA expectations in relation to remote or hybrid working
The coronavirus (Covid-19) pandemic has resulted in many firms adopting remote working for some or all employees. Indeed, some of […]
Pension transfer charging – avoiding misunderstanding
In any advice scenario, it is good practice to ensure that the client is clear about what service is to […]
FCA – Consumer
The FCA has published details of its new approach to consumer protection, which the regulator hopes will give consumers the […]
Early Oversight Function Pilot