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Showing 31 to 40 of 2492 search results for advice in the pensions.

  1. 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. 

  2. Partnerships, priorities and predictions for the future in the pensions market

    Speeches Published: 14/10/2021 Last modified: 25/08/2022
    Speech by Sarah Pritchard, Executive Director, Markets, to the Pensions and Lifetime Savings Association 

  3. Forthplus Pensions Limited in administration – advice on next steps and how to protect yourself from scams

    News stories Published: 20/10/2021 Last modified: 24/03/2022
    On 18 October 2021 the directors of Forthplus Pensions Limited, appointed Andrew Poxon, Alex Cadwallader and Barry Stewart of Leonard Curtis Business Solutions Group as joint administrators.

  4. Our work on Defined Benefit Pension Transfers

    News stories Published: 03/10/2017 Last modified: 03/10/2017
    We are looking at Defined Benefit (DB) Pension Transfers to assess the advice consumers are receiving from firms and whether they are at risk of harm.

  5. Transcript: Post advice [pdf]

    Transcripts Published: 27/09/2021
    Transcript of video on pensions advice: Post advice

  6. British Steel Pension Scheme: Tools for firms

    Tasks for firms Published: 28/02/2023 Last modified: 26/09/2023
    The FCA rules require firms to assess any advice they gave to BSPS members to transfer out and pay redress if it was unsuitable and caused the consumer a loss. Find out more about the tools firms need to use and read the supporting documents.

  7. FCA publishes Decision Notice against financial adviser for pension transfer advice failings

    Press Releases Published: 09/08/2021 Last modified: 09/08/2021
    The Financial Conduct Authority has published a Decision Notice against Geoffrey Edward Armin of Retirement and Pension Planning Services

  8. 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.

  9. British Steel Pension Scheme redress FAQ

    Tasks for regulated firms Published: 24/05/2022 Last modified: 28/02/2023
    The FCA provides answers to requests for further clarification on our consultation on the BSPS redress scheme.

  10. Two individuals face bans and £1.3m fine for pension transfer advice failings

    Press Releases Published: 01/09/2023 Last modified: 01/09/2023
    The FCA has decided to fine Toni Fox £681,536 and David Price £632,594 for their roles in operating a flawed pension advice process.
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