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

31. Hartley Pensions update

    Statements Published: 24/11/2022 Last modified: 27/01/2023
    A communication, sent to pension scheme members, contained factual inaccuracies which may have caused customer concern.

32. Robo Advice: an FCA perspective

    Speeches Published: 02/11/2017 Last modified: 02/11/2017
    Speech by Bob Ferguson, Head of Department, Strategy & Competition Division, FCA

33. Adviser Mark Abley pays £106k for poor pension transfer advice

    Press Releases Published: 26/06/2023 Last modified: 26/06/2023
    The FCA has banned Mark Abley of County Capital Wealth Management Ltd (in liquidation) (CCWM) from providing any advice on pension transfers.

34. Information on DB pension transfer advice-November 2022

    FOI Release Date of Release: 28/11/2022
    FCA provides information on DB pension transfer advice-November 2022.

35. 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. 

36. Pensions and retirement income

    Focus areas Published: 09/02/2018 Last modified: 13/03/2024
    Find out how the FCA plans to tackle the key risks facing the pension sector and ensure good long-term outcomes for consumers.

37. Financial Advice Market Review (FAMR)

    Tasks for regulated firms Published: 21/12/2015 Last modified: 15/02/2023
    The Financial Advice Market Review (FAMR) was launched in August 2015. Read more about the work we have undertaken.

38. GC20/1: Advising on pension transfers

    Policy and guidance Guidance consultations Published: 05/06/2020 Last modified: 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. This Guidance Consultation sets out best

39. Reporting concerning pension transfer requests

    Tasks for regulated firms Published: 17/02/2023 Last modified: 22/02/2023
    Information for pension schemes or trustees who have carried out checks and have serious concerns about a pension transfer.

40. PS18/20: Improving the quality of pension transfer advice

    Policy statements Published: 26/03/2018 Last modified: 07/04/2020
    The FCA is consulting on improving the quality of pension transfer advice. The consultation closes on 25 May 2018.