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?
Our services are built around regular contact with your consultant and are tailored to your specific needs. We deliver a tangible service for a transparent cost.