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



Abridged advice – how is it going so far?
Alistair MacDougall Compliance 2015, 2018, 2020, 2021, abridged, Drawdown, FCA, Pension, Pension Transfer, PI, transfer
Based on data and live visits to firms during the period from April 2015 to rule changes in 2018 and 2020, the FCA believed that far too high a proportion of clients were being recommended to transfer safeguarded benefits. This was predicated on the longstanding rule which stated: “… a firm should start by assuming […]