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Showing 61 to 70 of 398 search results for workplace personal pensions.

  1. Undertaking cashflow modelling to demonstrate suitability of retirement-related advice

    Published: 20/03/2024 Last modified: 20/03/2024
    Our work on reviewing defined benefit transfer advice and our ongoing supervisory work identified concerns about how firms prepare and use cashflow modelling.

  2. A strategy for positive change: our ESG priorities

    Corporate documents Published: 03/11/2021 Last modified: 21/11/2022
    The FCA's environmental, social and governance (ESG) strategy sets out our target outcomes and the actions we expect to take to deliver these, to support the transition to a net zero economy.

  3. Consumer Investments Strategy - 2 Year Update

    Corporate documents Published: 08/12/2023 Last modified: 08/01/2024
    The FCA provides a 2 year update on its progress against the workstreams and outcomes it committed to in its Consumer Investments Strategy in September 2021.

  4. From Diocletian to pay day loans: what can we learn from successful and unsuccessful price regulation?

    Speeches Published: 27/02/2018 Last modified: 27/02/2018
    Speech by Mary Starks, Director of Competition and Chief Economist at the FCA, delivered at the Social Market Foundation (SMF) lecture, London.

  5. CP15/30: Pension reforms – proposed changes to our rules and guidance

    Consultation papers Published: 01/10/2015 Last modified: 08/11/2016
    Providers of pensions, including operators of self invested personal pensions. Providers of retirement income products. ... Trustees of Defined Contribution (DC) pension schemes (and schemes with a DC element).

  6. Non-workplace pensions consumer engagement [pdf]

    External research Published: 30/07/2019
    This document reports the findings of a qualitative research study carried out for the Financial Conduct Authority (FCA) in June to October 2018 by NMG Consulting.

  7. 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.

  8. [pdf]

    Documents Published: 01/08/2014 Last modified: 01/08/2014

  9. Supplement for firms setting up and operating personal pension schemes including SIPPs [doc]

    Forms Published: 01/04/2013 Last modified: 06/11/2023
    Application for Authorisation

  10. Defined contribution workplace pensions: The audit of charges and benefits in legacy schemes

    Press Releases Published: 17/12/2014 Last modified: 17/12/2014
    Defined contribution workplace pensions: The audit of charges and benefits in legacy schemes. ... The audit follows from the Office of Fair Trading's September 2013 study of the DC workplace pensions market.
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