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Showing 31 to 40 of 52 search results for pensions.pdf.

  1. Defined benefit pension redress calculations

    Statements Published: 09/11/2022 Last modified: 09/11/2022
    The FCA has recently received information about a small number of firms not including all fees and charges in their defined benefit pension advice redress calculations, in line with current guidance FG17/9.

  2. The future of pensions: act today to plan for tomorrow

    Speeches Published: 13/03/2024 Last modified: 13/03/2024
    Speech by Nikhil Rathi delivered at JP Morgan Pensions and Savings Symposium

  3. Pensions and Retirement income: our guidance for firms

    Life insurers and pension providers Published: 07/04/2020 Last modified: 13/02/2023
    The FCA's guidance for pension providers and DB transfer advisers, as the coronavirus (Covid-19) pandemic develops.

  4. 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.

  5. FCA acts to protect consumers’ pension pots

    Press Releases Published: 28/06/2018 Last modified: 11/04/2024
    The FCA is consulting on a package of measures designed to protect consumers, improve engagement and promote competition in the retirement income market.

  6. FG21/3: Advising on pension transfers

    Finalised guidance Published: 30/03/2021 Last modified: 30/03/2021
    This Finalised Guidance (FG) provides non-Handbook guidance to help advisers understand our expectations when advising on pension transfers and conversions.

  7. 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

  8. PS17/20: Transaction cost disclosure in workplace pensions

    Policy statements Published: 05/10/2016 Last modified: 20/09/2017
    This Policy Statement (PS) sets out rules and guidance to improve the disclosure of transaction costs in workplace Defined Contribution (DC) pensions. It standardises the calculation of the transaction costs incurred by these pension investments.

  9. Investment pathways: Post-implementation review

    Multi-firm reviews Published: 11/07/2023 Last modified: 11/07/2023
    Review on rationale and take-up, value, communications and asset allocation for investment pathways, and how these could impact consumer outcomes.

  10. Information on pension transfer complaints - December 2020

    FOI Release Date of Release: 01/12/2020
    FCA provides information on complaints around pension transfers.