Search results
Showing 51 to 60 of 123 search results for illustrations for personal pensions and new guidance.
-
Regulation in a changing world
Speech by Christopher Woolard, Executive Director of Strategy and Competition at the FCA, delivered at the City of London/Cicero event on Future of Regulation. -
Considerations for firms after the transition period
Find out how Temporary Transitional Power (TTP) may affect you. It will depend on several factors, including the nature of your business and where your customers are located. -
FG17/9: Guidance for firms on how to calculate redress for unsuitable defined benefit pension transfers
In GC17/1, we consulted on guidance to update the methodology used to calculate redress for unsuitable pension transfers from a defined benefit pension scheme to a personal pension. -
FCA to require pension providers to offer to book Pension Wise appointments for consumers
The Financial Conduct Authority (FCA) has today proposed new rules to require pension providers to ‘nudge’ consumers to Pension Wise in order to benefit from guidance before they access their defined contribution pension savings. This includes -
Defined Benefit Advice Assessment Tool (DBAAT)
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. -
FG17/8: Streamlined advice and consolidated guidance
This is our finalised guidance on streamlined advice and the fact find process. The summary of feedback outlines the response to our consultation. We have updated it to include guidance from our Advice Unit in response to queries received from -
Overdrafts and coronavirus: draft guidance for firms
FCA guidance for firms: overdrafts and coronavirus -
PS18/3: Perimeter guidance on personal recommendations on retail investments
This Policy Statement sets out our response to feedback on new perimeter guidance on what constitutes a personal recommendation, which we published in consultation CP17/28: FAMR Implementation Part II and insistent clients (PDF). -
Apply to become a consumer investments firm
Find out how to apply to the FCA for authorisation if you're a consumer investments firm, such as a financial adviser or investment platform. -
Countdown to the Consumer Duty
Speech by Sheldon Mills, Executive Director, Consumers and Competition at EY: Less than three months to go until the Consumer Duty Implementation webinar