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
Pension Transfers – considering a workplace pension
Alistair MacDougall Compliance Defined Benefit, FCA, Pension, Pension Transfer, PI, Switch, transfer
We recently reviewed a pension transfer report where the client was recommended to transfer out of the defined benefit scheme into the client’s pre-existing SIPP. We considered that the recommendation to transfer appeared to be appropriate. However, the client had what the FCA calls an ‘available qualifying scheme’, more commonly referred to as a […]