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Showing 41 to 50 of 659 search results for personal pensions and new guidance.

  1. FG17/9: Guidance for firms on how to calculate redress for unsuitable defined benefit pension transfers

    Finalised guidance Published: 10/03/2017 Last modified: 02/08/2022
    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.

  2. Supporting consumers with pension transfers

    Published: 30/08/2023 Last modified: 30/08/2023
    Read how firms should support consumers with characteristics of vulnerability when providing pension transfer advice.

  3. FCA to require pension providers to offer to book Pension Wise appointments for consumers

    Press Releases Published: 04/05/2021 Last modified: 04/05/2021
    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

  4. Assessing the value of financial advice

    Speeches Published: 04/12/2017 Last modified: 11/04/2018
    Speech by Megan Butler, Director of Supervision - Investment, Wholesale and Specialists at the FCA, delivered to The Personal Investment Management and Financial Advice Association (PIMFA) in London.

  5. Business Plan 2024/25

    Business plans Published: 19/03/2024 Last modified: 09/04/2024
    Our Business Plan details the work we'll do over the next 12 months to help deliver the commitments in our Strategy.

  6. PS18/3: Perimeter guidance on personal recommendations on retail investments

    Policy statements Published: 23/02/2018 Last modified: 23/02/2018
    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).

  7. 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. 

  8. PS14/17: Retirement Reforms and the Guidance Guarantee, including feedback on CP14/11

    Policy statements Published: 27/11/2014 Last modified: 17/08/2021
    This Policy Statement reports on the main issues arising from Consultation Paper 14/11 Retirement reforms and the Guidance Guarantee and publishes near final standards and rules.

  9. FG17/8: Streamlined advice and consolidated guidance

    Finalised guidance Published: 28/09/2017 Last modified: 11/05/2018
    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

  10. FCA publishes video to help consumers understand pension transfer advice

    News stories Published: 21/08/2019 Last modified: 27/09/2021
    The FCA's video aims to help consumers better understand financial advice on transferring out of a defined benefit pension.
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