October 2018


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  • FCA Policy Statement PS18/20 – what you need to know

    10 October 2018

    ATEB Consulting’s Steve Bailey looks at the key points in the FCA’s ‘Improving the quality of pension transfer advice’ paper Hard on the heels of the rule changes that took effect from 1 October 2018, comes the final (for now) piece of the jigsaw of rules and pronouncements that the FCA has been working...

  • New FCA pension transfer rules lack the ‘clarification’ needed in key areas

    8 October 2018

    The Financial Conduct Authority has published new rules for pension transfer advice aimed at improving the advice consumers receive, following a rise in demand for final salary scheme transfers.  According to the FCA paper, titled Improving the quality of pension transfer advice, around 100,000 members are transferring out of defined benefit schemes each year with...

  • Pension Dashboard opportunity to cut advice costs and help more people

    8 October 2018

    The Pensions Dashboard is an opportunity to help people understand and engage with their retirement planning while also making pension advice more cost effective and so open it up to more people. It could also help put an end to pension scams, says Kay Ingram, director of Public policy at LEBC Group. Ingram, who...

  • The danger that pension transfer triage becomes regulated advice

    4 October 2018

    ATEB Consulting MD Steve Bailey looks at the practice of triage and where applying it to a pension transfer could cross into regulated advice The concept of triage comes out of the need for finite military medical resource to be used efficiently in the heat of battle – it seeks to ration the priority...

  • Are you prepared for new FCA rules on pension transfers, conversions and opt-outs?

    19 September 2018

    ATEB Consulting’s Steve Bailey looks at what is expected when the latest rules on pensions transfers come in on 1 October 2018. FCA Policy Statement PS 18/6, issued in March 2018, introduced some new rules relating to advice on pension transfers, conversions and opt-outs. Some of these came into effect on 1 April 2018,...

  • Drawdown under spotlight in retirement income data

    13 September 2018

    Jessica List, pension technical manager, Curtis Banks Group looks at the latest FCA retirement income data The FCA’s latest retirement income data bulletin provides data from the second half of 2017/18; from 1 October 2017 to 31 March 2018. Broadly speaking, the data shows that consumer behaviour has not changed significantly compared to the same...

  • Cathi Harrison launches ‘Going it Alone’ service

    11 September 2018

    Apricity, the compliance service founded by Cathi Harrison, has launched a new service providing hands-on support for those looking to start their own advisory business or move to a directly authorised status. The service ‘Going it Alone’, offers a range of advice, support, guidance, tools and practical help, such as with applying for authorisation, building...

  • Pension Dashboard petition passes 126,000 signatures

    8 August 2018

    The petition launched by 38 Degrees in response to media reports that the Pensions Dashboard might not go ahead has passed 126,000 signatures – and continues to grow. This shows the depth of feeling and the support that the initiative has in the country, said Anthony Rafferty, managing director of Origo (pictured). “The benefits...