21 Mar, 2024 FCA publishes findings on how firms provide retirement income advice (firms providing personal recommendations on investments should also take note) By Premlata Fagan On 20th March, the FCA published a report on the outcomes of its thematic review (TR 24/1) on retirement income advice. In this report,...
12 Apr, 2023 FCA Business Plan 2023/24 - takeaways for insurance and pension providers By Jimi Piggott-Bader Amid a challenging and changing market backdrop - from cost of living pressures and heightened operational resilience risks, to the UK...
11 Aug, 2022 FCA consults on changes to redress framework for pension transfer advice By Jimi Piggott-Bader The FCA has opened a consultation (CP22/15) into redress calculations for customers who suffer financial loss following a DB to DC...
21 Feb, 2022 Up close and personal - FCA proposes new rules to connect personal pensions to dashboards By Jimi Piggott-Bader There is an episode of I'm Alan Partridge where Steve Coogan's eponymous anti-hero calls his estranged wife to offer an unsolicited...
27 Oct, 2021 Illiquid nourishment: FCA finalises rules for introduction of long-term asset funds By Jimi Piggott-Bader The FCA has finalised its framework for a new type of regulated open-ended investment fund: long-term asset funds. LTAFs are designed to...
07 Jun, 2021 Clear as clay - FCA clarifies costs and charges data disclosure for workplace pension providers By Jimi Piggott-Bader One of the more innocuous curiosities at this year's French Open, which comes to a head this week, was seeing Roger Federer - who at...
13 May, 2021 Wise up: FCA to require pension providers to offer Pension Wise sessions for savers By Jimi Piggott-Bader It's little over seven years since the then-Chancellor set out radical reforms to the pension system to give savers more choice and...