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Showing 31 to 40 of 840 search results for stakeholders with an interest in pensions.

  1. 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.

  2. 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. 

  3. FCA and Industry Working Group on interest-only mortgages: terms of reference

    Mortgages Published: 21/02/2024 Last modified: 21/02/2024
    We are forming a working group to support and inform our review of existing interest-only guidance as well helping our understanding on how interest-only borrowers are currently treated.

  4. PS16/12: Pension reforms – feedback on CP15/30 and final rules and guidance

    Policy statements Published: 25/04/2016 Last modified: 25/04/2016
    This Policy Statement will be relevant to all those with an interest in pensions and retirement, including:. ... Firms that operate personal and stakeholder pensions will need to act to make the necessary changes to enable them to comply with the final

  5. Publication of costs and charges data by workplace personal pension providers

    Life insurers and pension providers Statements Published: 03/06/2021 Last modified: 03/06/2021
    Our expectations of providers for the first publication of costs and charges information under the new rules. 

  6. Update on the FCA’s work on retirement income

    News stories Published: 06/06/2014 Last modified: 09/06/2014
    The study also covered other products purchased from accumulated pension pots such as income drawdown. ... Purchase an annuity or alternative retirement income product. Take income from their pension pot.

  7. Illiquid assets and open-ended investment funds: DP17/1

    Discussion papers Published: 08/02/2017 Last modified: 09/05/2017
    We are launching a discussion about some of the risks created when consumers use open-ended funds to gain exposure to assets that may be difficult for the fund manager to buy, sell or value quickly. In this paper we refer to these assets as

  8. Pensions: A view from the FCA

    Speeches Published: 17/09/2018 Last modified: 17/09/2018
    Speech by Andrew Bailey, Chief Executive of the FCA, delivered at Gleneagles.

  9. 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.

  10. Competition and savings: the regulator’s perspective

    Speeches Published: 25/11/2016 Last modified: 25/11/2016
    Speech by Christopher Woolard, Director of Strategy and Competition at the FCA, delivered at the TISA Annual Conference.
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