FCA

10 October 2020

Suitability of [DB] Pension Transfer Advice

Since the introduction of pensions freedoms in April 2015, consumers have more options available to access their pensions. Furthermore, recent changes in the financial environment have pushed trans...

01 June 2020

Actuarial & Redress Calculations – Current Issues

Summer 2020 GMP Equalisation The guidance issued by HMRC on the tax treatment of GMP equalisation earlier this year has enabled many private sector occupational pension schemes to progress implem...

11 May 2018

Succeeding in financial promotions

The process of creating compliant financial promotion and marketing materials isn't straightforward. Firms have to balance their sales message (what they want to say) with strict regulatory require...

14 March 2018

Implementing the Insurance Distribution Directive

We are sure you already know that the implementation of the Insurance Distribution Directive (IDD) has been delayed until later this year, and, like us, have welcomed that. The European Parliament...

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