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Regulating transfers with effective triage
TCC's James Marshall discusses defined benefit transfers with FT Adviser...
Regulation in 2019: Our outlook
SM&CR is one of the biggest changes on the horizon for 2019 and could potentially cause a compliance headache for the advisory sector. We share our outlook on this regime and others for the year ahead.
Could GMP equalisation lead to a shake up of pension redress?
Pension benefits now need to be gender equalised, accounting for the impact of GMP. TCC's Head of Actuarial and Redress, Harry Eastwood, examines...
David Boyhan discusses whether contingent charging is all it's cracked up to be
"We do not necessarily support a contingent charging model, but it is our view that banning the model will not lead to materially better outcomes for customers."
Case study: Calculator build and assurance
We were engaged to build and assure a number of calculators for PPI following the Plevin Supreme Court Judgement
Mixed signals: Will the regulator finally provide clarity over DB transfers?
"Without question, a key area of focus will be the additional guidance on assessing suitability." TCC Associate Director David Boyhan comments...
What do suitability reports tell us about DB transfer advice?
TCC speaks to Money Marketing.
The FCA has pension transfer changes in sight
We discuss the FCA's focus on DB pension transfer pricing with FT Adviser's Ima Jackson-Obot