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?

ATEB E-News

Please see the third instalment of Pensions Related News

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31 January 2017

Pension Transfers and IHT

HMRC has lost a landmark appeal where IHT was charged following death within two years of a pension transfer. 

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The FCA has issued two alerts that are essential reading for Pension Transfer specialists.

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24 January 2017

Pensions Related News Two

Please see the second instalment of Pensions Related News

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FSCS has confirmed protection for deposits is to increase back to £85,000

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17 January 2017

Pensions Related News One

We would like to take the opportunity to introduce you to Paul Clark of Russelldene Consulting Ltd

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