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Showing 31 to 40 of 769 search results for Pensions transfer advice.

  1. Considering a defined benefit pension transfer

    Consumers Your rights Published: 04/06/2020 Last modified: 24/08/2023
    Transferring out of a defined benefit (DB) pension scheme is a big decision and isn’t right for everyone. Find out what you need to think about, and the risks involved.

  2. 101 firms in scope of new emergency asset retention rules for British Steel Pension Scheme transfer advice

    News stories Published: 22/08/2022 Last modified: 22/08/2022
    New emergency asset retention rules now apply to 101 firms who provided pension transfer advice to former British Steel Pension Scheme (BSPS) members. 26 of these firms are subject to an asset restriction

  3. PS22/14: Consumer redress scheme for unsuitable advice to transfer out of the British Steel Pension Scheme 

    Policy and guidance Policy statements Published: 28/11/2022 Last modified: 27/01/2023
    We set out final rules for a redress scheme for former members of the British Steel Pension Scheme (BSPS) who transferred out after being given unsuitable advice to do so.

  4. Reporting concerning pension transfer requests

    Tasks for regulated firms Published: 17/02/2023 Last modified: 22/02/2023
    Information for pension schemes or trustees who have carried out checks and have serious concerns about a pension transfer.

  5. FCA writes to a further 950 DB pension advice customers potentially entitled to compensation

    News stories Published: 18/10/2021 Last modified: 18/10/2021
    The FCA has now written to a total of 3,591 defined benefit (DB) pension transfer advice customers this year to tell them they may be entitled to compensation.

  6. PS18/6: Advising on Pension Transfers

    Policy statements Published: 26/03/2018 Last modified: 26/03/2018
    The FCA has published rules on how advice should be provided to consumers on pension transfers where consumers are considering giving up safeguarded benefits.

  7. Defined Benefit Advice Assessment Tool (DBAAT)

    Published: 19/06/2023 Last modified: 20/09/2023
    The FCA Defined Benefit Advice Assessment Tool (DBAAT) helps the market understand how they assess the suitability of Defined Benefit (DB) pension transfer and related investment advice and disclosures. 

  8. Pension reforms and insistent clients

    Tasks for regulated firms Published: 18/02/2016 Last modified: 09/02/2023
    Find out the FCA position following the pension reforms in 2015, and the steps to take when advising insistent clients.

  9. FG21/3: Advising on pension transfers

    Finalised guidance Published: 30/03/2021 Last modified: 30/03/2021
    This Finalised Guidance (FG) provides non-Handbook guidance to help advisers understand our expectations when advising on pension transfers and conversions.

  10. TR14/12 - Enhanced transfer value pension transfers

    Thematic reviews Published: 21/07/2014 Last modified: 21/07/2014
    This review is primarily aimed at financial advisers who provide ETV pension transfer advice and their senior management. ... All financial advisers who provide pension transfer advice, including where ETVs are offered, should consider:.
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