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Showing 1 to 10 of 770 search results for Pensions transfer advice.

1. Pension transfer advice: what to expect

   Consumers Published: 03/06/2020 Last modified: 15/04/2024
   Find out what to expect when getting advice about whether to transfer your defined benefit (DB) pension to a defined contribution (DC) pension.

2. Advice checker: defined benefit pension transfers

   Know your rights Published: 04/06/2020 Last modified: 21/04/2022
   Find out if the pension transfer advice you received was right for you, and what to do if you think it wasn’t.

3. Pensions transfer advice checker

   Last modified: 20/03/2023
   Pensions transfer advice checker. First published: 21/04/2022 Last updated: 20/03/2023. Share page. ... Pensions transfer advice checker.

4. Defined benefit pension transfers – market-wide data results

   Multi-firm reviews Published: 19/06/2019 Last modified: 19/06/2019
   Collected data from firms on the size and value of the Defined Benefit (DB) pension advice market. 

5. PS18/20: Improving the quality of pension transfer advice

   Policy statements Published: 26/03/2018 Last modified: 07/04/2020
   The FCA is consulting on improving the quality of pension transfer advice. The consultation closes on 25 May 2018.

6. Information on DB pension transfer advice-November 2022

   FOI Release Date of Release: 28/11/2022
   FCA provides information on DB pension transfer advice-November 2022.

7. Advising on pension transfers – our expectations

   News stories Published: 24/01/2017 Last modified: 12/04/2024
   Check the FCA requirements when you provide advice on pension transfers.

8. Pensions and Retirement income: our guidance for firms

   Life insurers and pension providers Published: 07/04/2020 Last modified: 13/02/2023
   The FCA's guidance for pension providers and DB transfer advisers, as the coronavirus (Covid-19) pandemic develops.

9. Letter to firms: Pension Transfer Advice – reminder of our requirements [pdf]

   Correspondence Published: 14/02/2018

10. GC20/1: Advising on pension transfers

    Policy and guidance Guidance consultations Published: 05/06/2020 Last modified: 05/06/2020
    The FCA is consulting on guidance on what it expects from firms when advising on pension transfers and conversions, particularly from defined benefit (DB) schemes to defined contribution (DC) schemes. This Guidance Consultation sets out best