In this section
Tasks for regulated firms
Pensions and retirement income overview
Data Bulletin: Issue 9
Our research and reviews
Findings from our review of life insurance companies’ pension lifestyle investment strategies.
This report sets out the findings from our review into the market for pensions and investment advice.
This review assesses how firms provided information to customers, on a non-advised basis, about shopping around for enhanced annuities.
This review assesses the impact of pension reforms on competition in the retirement income market by looking at how firms and consumers have responded to the new freedoms.
Since April 2015, consumers have had greater choice around how they access their Defined Contribution pension savings. Our findings highlight the importance of consumers understanding the consequences of the decisions they make.
Latest news for life insurers and pension providers
We have published the third of our consultation papers on the Insurance Distribution Directive (IDD). IDD is a minimum harmonising EU directive which replaces the Insurance Mediation Directive from February 2018.
This alert highlights some of the risks arising from authorised firms failing to carry out appropriate due diligence on investment offerings.
This alert highlights our requirements when you provide advice on pension transfers, including advice in particular circumstances.
Pension providers have made significant progress towards meeting the recommendations of the Independent Project Board (IPB), to reduce cost and charges.
We want to ensure that closed-book customers, who have life insurance products that are closed to new business, are treated fairly and do not receive less attention than customers who have recently taken out a new product.