Life insurers and pension providers
Coronavirus (Covid-19)
Pensions and Retirement income: our guidance for firms
In this section
Tasks for regulated firms
Your business
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Independent Governance Committees
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Senior Insurance Managers Regime
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Pensions and retirement income
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Client money and assets
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Financial crime
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Money laundering and terrorist financing
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Whistleblowing
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Training and competence
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Recruiting, training and supervising staff
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Financial incentives
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Remuneration
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External audit requirements
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Compliance and other support
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Reviewing your resources
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Professional indemnity insurance
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Recording telephone calls
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Culture and governance
Your customers
Latest news
In focus
Retirement income market data 2019/20
Defined benefit transfer advice
Transition from LIBOR
Pensions and retirement income overview
Our research and reviews
Defined Benefit (DB) transfers – further update on our work
We set out further findings from our assessment of the suitability of Defined Benefit transfer advice.
Pension lifestyle investment strategies: our findings
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.
Review of annuity sales practices: TR16/7
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.
Latest news for life insurers and pension providers
GC20/1: Advising on pension transfers
We are consulting on guidance on what we expect from firms when advising on pension transfers and conversions, particularly from defined benefit schemes to defined contribution schemes.
PS20/6 Pension transfer advice: feedback on CP19/25 and our final rules and guidance
Our rules include reducing the conflicts of interest created by current charging structures and enabling firms to give high quality advice, creating a more sustainable market for the long term.
PS18/20: Improving the quality of pension transfer advice
These rules set out how advice should be provided to consumers on pension transfers where consumers are considering giving up safeguarded benefits.
PS18/6: Advising on Pension Transfers
Rules and guidance aimed at providing advisers with a framework which better enables them to give good quality advice so that consumers make better informed decisions.