Six recurring themes from the FCA’s retirement income review
CPD
Approx.30min
Rachel Vahey
Does legislation always top guidance?
Transitional tax-free amount certificate: when could it be useful?
CPD
Approx.30min
What can advisers learn from the FCA's Financial Lives survey?
CPD
Approx.30min
'FCA survey shows advisers are still seen as untrustworthy by general public'
'Scrapping LTA is a welcome move but new rules must be simple'
How protected tax-free cash will work in new pensions regime
CPD
Approx.30min
'Political division over LTA leaves pension tax rules in a complete mess'
'Auto-enrolment has been a success but workers are still not saving enough'
'Pension dashboards pause must not become a permanent stop'
Pensions need simplifying and more fairness introduced into the rules
How the FCA’s default investment options will affect advisers and providers
CPD
Approx.30min
Three reasons to get excited about pensions dashboards
Autumn Statement tax grab will be keenly felt in pensions
What do HMRC stats say about people accessing their pensions?
CPD
Approx.30min
Rules and regulations falling short on consumer understanding
How will the pensions dashboard ecosystem work?
CPD
Approx.30min
More financial role models needed for women
How the Pension Wise nudge rules will work
CPD
Approx.30min