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FCA data: Annuity purchases and DB to DC transfers decline

The number of DB to DC transfers has declined alongside the number of annuities purchased, according to the latest retirement...

Charlene Young: Let’s adopt a ‘less is more’ philosophy

The FCA is being forced to deal with wide-ranging pension policy reforms at too fast a pace, writes Charlene Young.

Berkeley Burke SIPP book sold to Hartley

The SIPP arm of Berkeley Burke fell into administration yesterday (18 September) but was immediately sold to provider Hartley SIPP.

Kirsty Anderson: Lifestyle planning for the 21st century

Planning a glide path to retirement with the use of a modern lifestyle strategy should be part of a client’s thinking long before they leave the office, writes Kirsty Anderson

Defining Broken Transfers: How should the advice sector handle insistent clients?

How does the advice sector as a whole deal with insistent clients?

Gareth James: First steps on drawdown investment pathway

Drawdown investment pathways may have been billed as a non-advised issue but, writes Gareth James, advisers actually need to know the ins and outs of client options

Louise Sivyer: New PASA guidance will mean a better service for savers

I was pleased to attend the launch of PASA’s DB transfers guidance on 8 July. As a member of the working group, The Pensions...

TPR issues nearly 1,000 section 72 information requests in nine years

The Pensions Regulator (TPR) has issued 937 requests for information under section 72 of the Pensions Act 2004 since its...

FCA weighs up U-turn to ban contingent charging on DB transfers

The Financial Conduct Authority (FCA) is consulting on plans to ban contingent charging on defined benefit (DB) transfer advice.

Firms with transfer permissions to submit data to FCA every six months

The Financial Conduct Authority (FCA) is looking to require adviser firms with pension transfer permissions to submit data to the...

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