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Showing 101 to 110 of 2481 search results for benefit pensions.

  1. GC20/1: Advising on pension transfers [pdf]

    Guidance consultations Published: 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.

  2. PS20/6: Pension transfer advice: feedback on CP19/25 and our final rules and guidance [pdf]

    Policy statements Published: 05/06/2020
    The FCA has published new rules and guidance on pension transfer advice, particularly defined benefit (DB) to defined contribution (DC) transfers.

  3. FCA confirms Finalised Guidance for advising on Defined Benefit transfers

    Financial advisers Life insurers and pension providers News stories Published: 30/03/2021 Last modified: 30/03/2021
    Defined Benefit Pension transfer guidance

  4. Do the right thing

    Speeches Published: 01/06/2023 Last modified: 30/10/2023
    Speech by Therese Chambers, Joint Executive Director of Enforcement and Market Oversight, delivered at the City & Financial FCA Investigations and Enforcement summit.

  5. CP19/25: Pension transfer advice: contingent charging and other proposed changes [pdf]

    Consultation papers Published: 30/07/2019
    This Consultation Paper sets out the FCA's proposed measures to change how advisers manage and deliver pension transfer advice, particularly for defined benefit (DB) to defined contribution (DC) transfers.

  6. Heritage Pensions Limited in liquidation

    News stories Published: 18/03/2022 Last modified: 18/03/2022
    As Heritage Pensions Limited has entered liquidation, we set out the steps Heritage clients should take and advice on how to protect against scams.

  7. FG17/9: Summary of feedback received [pdf]

    Finalised guidance Published: 27/10/2017
    A summary of feedback we received to GC17/1: Changes to the way firms calculate redress for unsuitable defined benefit pension transfers.

  8. Defined Benefit Advice Assessment tool (DBAAT) [xlsx]

    Forms Published: 15/01/2021
    The DBAAT helps firms and pension transfer specialists understand our file review methodology for DB transfer advice

  9. FCA announces further action on defined benefit transfers

    Press Releases Published: 19/06/2019 Last modified: 19/06/2019
    The Financial Conduct Authority has today published the results of the data it has received from firms carrying out Defined Benefit (DB) transfers and set out the next steps in its supervisory work related to transfers.

  10. Euro Benefit Networks (clone of FCA authorised firm)

    Warnings Published: 11/03/2013 Last modified: 11/11/2013
    Fraudsters are using the details of firms we authorise to try to convince people that they work for a genuine, authorised firm. Find out more about this 'clone firm'.
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