Search results

Showing 31 to 40 of 769 search results for transfer advice in the pensions.

31. Considering a defined benefit pension transfer

    Consumers Your rights Published: 04/06/2020 Last modified: 24/08/2023
    Transferring out of a defined benefit (DB) pension scheme is a big decision and isn’t right for everyone. Find out what you need to think about, and the risks involved.

32. PwC report: New redress methodology for pensions transfer advice cases [pdf]

    External research Published: 10/03/2017
    We commissioned PwC to produce a review of the existing methodology used to calculate the levels of redress due in pensions transfer advice cases, and provide recommendations for a new methodology. This provides the findings of this review.

33. Impact Assessment: PS20/6: Pension transfer advice: feedback on CP19/25 and our final rules and guidance [pdf]

    Impact assessments Published: 21/12/2020
    This impact assessment relates to PS20/6: Pension transfer advice: feedback on CP19/25 and our final rules and guidance. It has

34. Accepting pension transfer referrals from overseas advisers: UK authorised firms’ responsibilities

    Pensions Published: 27/04/2023 Last modified: 27/04/2023
    The FCA highlights the increased risks to consumers when overseas firms refer defined benefit scheme members to UK firms for pension transfer advice.

35. FCA updates on its work on financial advice given to members of the British Steel Pension Scheme (BSPS)

    Statements Published: 11/12/2017 Last modified: 22/06/2020
    The FCA is aware of concerns about the financial advice received by members of the British Steel Pension Scheme (BSPS). The BSPS is being restructured and this has prompted many members to consider if they should transfer out of a Defined Benefit (DB

36. Information on the number of regulated advice firms who have given up defined benefit (DB) pension transfer permissions - March 2020

    FOI Release Date of Release: 20/03/2020
    The Information on the number of regulated advice firms who have given up defined benefit (DB) pension transfer permissions between 1 April 2019 and 28 February 2020.

37. 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. 

38. PS18/6: Advising on Pension Transfers

    Policy statements Published: 26/03/2018 Last modified: 26/03/2018
    The FCA has published rules on how advice should be provided to consumers on pension transfers where consumers are considering giving up safeguarded benefits.

39. FCA sets out next steps to improve defined benefit pension transfer market

    Press Releases Published: 05/06/2020 Last modified: 05/06/2020
    FCA sets out a package of measures designed to address weaknesses across the defined benefit (DB) transfer market.

40. TR14/12 - Enhanced transfer value pension transfers

    Thematic reviews Published: 21/07/2014 Last modified: 21/07/2014
    This review is primarily aimed at financial advisers who provide ETV pension transfer advice and their senior management. ... All financial advisers who provide pension transfer advice, including where ETVs are offered, should consider:.