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Showing 1 to 10 of 770 search results for transfer advice in the pensions.

1. Advising on pension transfers – our expectations

   News stories Published: 24/01/2017 Last modified: 12/04/2024
   Check the FCA requirements when you provide advice on pension transfers.

2. Advice checker: defined benefit pension transfers

   Know your rights Published: 04/06/2020 Last modified: 21/04/2022
   Find out if the pension transfer advice you received was right for you, and what to do if you think it wasn’t.

3. Pension transfer advice: what to expect

   Consumers Published: 03/06/2020 Last modified: 15/04/2024
   Find out what to expect when getting advice about whether to transfer your defined benefit (DB) pension to a defined contribution (DC) pension.

4. FCA announces changes to advice on pension transfers

   Press Releases Published: 26/03/2018 Last modified: 11/04/2024
   The FCA has published new rules and guidance on pension transfer advice and is seeking views on additional changes, including adviser charging structures.

5. Pensions transfer advice checker

   Last modified: 20/03/2023
   Pensions transfer advice checker. First published: 21/04/2022 Last updated: 20/03/2023. Share page. ... Pensions transfer advice checker.

6. Defined benefit pension transfers

   Tasks for firms Published: 16/06/2019 Last modified: 19/06/2023
   Read about the FCA's work in defined benefit (DB) transfers to date and the continued supervision in this area.

7. Defined benefit pension transfers – market-wide data results

   Multi-firm reviews Published: 19/06/2019 Last modified: 19/06/2019
   Collected data from firms on the size and value of the Defined Benefit (DB) pension advice market. 

8. PS20/6 Pension transfer advice: feedback on CP19/25 and our final rules and guidance

   Policy and guidance Policy statements Published: 05/06/2020 Last modified: 05/06/2020
   The FCA has published new rules and guidance on pension transfer advice, particularly defined benefit (DB) to defined contribution (DC) transfers. This Policy Statement forms part of a wider package to improve the suitability of pension transfer

9. FCA proposes changes to advice on pension transfers

   Press Releases Published: 21/06/2017 Last modified: 21/06/2017
   The Financial Conduct Authority (FCA) has today published new proposals on advice relating to pension transfers where consumers have safeguarded benefits, primarily for transfers from defined benefit to defined contribution pension schemes.

10. 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.