Search results

Showing 41 to 50 of 1610 search results for and advice.

41. Financial Lives 2017 survey

    Financial Lives Published: 26/07/2023 Last modified: 26/07/2023
    Find out more about the FCA's first Financial Lives survey in 2017.

42. 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.

43. Thematic review of retirement income advice

    News stories Published: 19/01/2023 Last modified: 04/12/2023
    The FCA is undertaking a thematic review assessing the advice consumers are receiving on meeting their income needs in retirement.

44. Panels

    Last modified: 18/01/2024
    The Panels provide challenge and advice to the FCA on its work. Find out more about each panel.

45. PayPlan Advice (clone of FCA authorised firm)

    Warnings Published: 06/06/2019 Last modified: 06/06/2019
    PayPlan Advice (clone of FCA authorised firm) is not authorised or registered by the FCA but has been targeting people in the UK, claiming to be an authorised firm. Find out why you should be wary of dealing with this unauthorised firm and how to

46. Innovation and improving outcomes

    Speeches Published: 17/06/2016 Last modified: 17/06/2016
    Speech by Christopher Woolard, Director of Strategy and Competition, delivered at the Global Digital Banking Conference on 16 June 2016 in London.

47. Appropriate Examinations: Lifetime Mortgage Activities [pdf]

    Documents Published: 19/01/2009 Last modified: 03/08/2016
    Standards for Appropriate Examinations for those advising a customer on equity release transactions

48. Retirement income market interactive analysis 2022/23

    Data Published: 16/04/2024 Last modified: 16/04/2024
    View interactive dashboards of the retirement income market, based on the 2022/23 data.

49. Thematic review of Retirement Income Advice

    Pensions Thematic reviews Published: 20/03/2024 Last modified: 20/03/2024
    Our findings on how the retirement income advice market is working and whether consumers are receiving appropriate advice on meeting their income needs in retirement.

50. Buying a mortgage without advice: how we might help customers understand execution-only disclosures [pdf]

    External research Published: 07/05/2019
    A report for FCA by Revealing Reality relating to CP19/17.