Menu
Webinar – pension transfers

Significant changes to the rules around pension transfer advice apply as from 1 October 2020. The changes include, the option of abridged advice, new requirements for suitability reports, the need to consider a workplace pension as the destination for transferred funds and, not least, the ban on contingent charging.

We have published summaries of the rules in previous articles which you can read here.

To supplement those summary articles, we will be running a series of webinars, starting late October, that will provide more detailed explanation of what is required and how firms can satisfy the new rules.

Don’t forget to check Our View about this article and the Actions Required By You

Webinar – pension transfers

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

Our View

For information.

Action Required By You

Please email us here to express an interest in joining the webinars.

(Please note, if the link above isn’t supported on your device please simply email your interest to webinars@atebconsulting.co.uk)

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

iboss bg

New Content Integration with IBOSS Asset Management

Suitability , , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on 1st August 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with IBOSS to provide our customer firms with access to the following: A description of their service A […]

Read More
atebsuitabilityXplannr bkg

New Data Integration with Plannr

Suitability , , , ,

We are thrilled to announce that Plannr CRM has been added to our list of data integration partners.     Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports! Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report […]

Read More
News bkg

Content Management Update – Providers, Platforms & Investments

Suitability , , ,

We have completed the latest upgrade to ATEB Suitability on 6 June 2024. This update comes at no additional cost and provides various updates to our ‘Content Management’ libraries. Full details can be found below: ‘Provider/Platform’ Descriptions Our current library bank of ‘Provider/Platform’ descriptions has been fully updated, including new assets under management (AUM) figures. […]

Read More
iStock-1497846774

EBI (Evidence Based Investing) – Content Integration Update

Suitability , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on 3 May 2024. This update comes at no additional cost and provides some new additions to our EBI content integration.     We have updated our EBI content integration with the following portfolio ranges: Vantage Impact: Vantage Impact 20 Vantage Impact 40 […]

Read More
Abstract 3D render

Tax Year End Update

Suitability , , ,

Our report writing software has been fully updated on 6th April 2024 to accommodate changes to allowances, rates and reliefs for the 2024/25 tax year. Full details can be found below: Pensions Existing ‘Lifetime Allowance’ wording removed and replaced with new ‘Lump Sum Allowance (LSA)’ and ‘Lump Sum and Death Benefit Allowance (LSDBA)’ wording. In […]

Read More
Load More