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Showing 1 to 10 of 2490 search results for pensions advice.

1. 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.

2. 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.

3. 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.

4. 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.

5. 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. 

6. Pension reforms and insistent clients

   Tasks for regulated firms Published: 18/02/2016 Last modified: 09/02/2023
   Find out the FCA position following the pension reforms in 2015, and the steps to take when advising insistent clients.

7. Defined benefit pension transfers

   Tasks for firms Published: 16/06/2019 Last modified: 19/06/2023
   Read about the FCA's work in defined benefit (DB) transfers to date and the continued supervision in this area.

8. FCA writes to a further 950 DB pension advice customers potentially entitled to compensation

   News stories Published: 18/10/2021 Last modified: 18/10/2021
   The FCA has now written to a total of 3,591 defined benefit (DB) pension transfer advice customers this year to tell them they may be entitled to compensation.

9. FCA bans and fines two individuals for pension advice failings

   Press Releases Published: 20/03/2015 Last modified: 24/03/2020
   Lloyd Pope and Peter Legerton, former directors of advisory firm TailorMade Independent Ltd (TMI) (firm now dissolved), have been banned from senior positions in financial services by the Financial Conduct Authority (FCA).

10. 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.