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?


Please see the third instalment of Pensions Related News

Read More

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. 

Read More

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

Read More

24 January 2017

Pensions Related News Two

Please see the second instalment of Pensions Related News

Read More

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

Read More

17 January 2017

Pensions Related News One

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

Read More