Some of our clients have recently used the following training resources and have recommended them:
The Pensions Regulator has developed an online, e-learning programme for trustees to help you achieve the required level of knowledge and understanding. You don’t have to be a trustee however and you can register as a pensions adviser.
Register here
Eukleia provide material that can be used by firms’ management and principals for such topics as senior management responsibilities and preparing for an ARROW visits.
Find them here
Minimum Pension Age Regulatory Change in ATEB Suitability
Doug McFarlane Suitability 2021, Evalue, NMPA, normal minimum pension age, Pension, platform, transfer, Update
Following the release of a consultation paper on 10th February 2021 by HM Treasury, we have now added a ‘Proposed changes to Normal Minimum Pension Age (NMPA)’ section within the ‘Retirement Advice’ page of the main Suitability Report template. This includes a standard text option, pre-ticked for inclusion in all retirement advice reports, informing clients […]