Hot Topics

OPS Pension Transfers: ATEB undertakes in-depth analysis and has concerns

ATEB has completed a number of Section 166 Skilled Persons reviews - here are some of the lessons learnt.

Complaints rules have changed - have you updated your procedures and templates? See here 

Pension Transfer rules have changed. Switching pensions with GARs now require additional permissions.

Do you have a clearly defined and consistently applied investment process?

Are you truly Independent? Read ATEB's special report here.

Consumer Credit. FCA regulation much more onerous than the OFT - do you have the right permissions?


How will changes to complaint handling rules affect your company?

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04 December 2017

MiFID II - are you ready?

The ATEB MiFID II guide.

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MiFID II has an impact of disclosure requirements.

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Not all schemes are the same ... a reminder about dependant's benefits.

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The IMD is being replaced with the IDD!

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20 November 2017


Trusts must now register online in order to pay taxes due.

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