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Growth Rate Report 2019

Growth Rate Report 2019 An assessment of growth rates used in the retirement savings industry for illustrations and projections. This is the first year where our Implementation Director, Simon Coulden, has written the CTC perspective piece. This can be found below:   My first task in welcoming you to another instalment of CTC’s annual growth rates …

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IFRS 17 – get ahead of the game

IFRS 17 – get ahead of the game Take the difficulty out of IFRS 17 compliance with CTC’s proven system You can download our pamphlet on attaining IFRS 17 compliance here. If you have any questions, please contact our Business Development Manager, James Slevin. 07483 042176 jslevin@ctc.uk.com

What do advisers make of the FCA’s epic DB transfers consultation?

What do advisers make of the FCA’s epic DB transfers consultation? The FCA’s watershed consultation paper on DB transfers has been published. Has the regulator hit the target when it comes to fixing the market?​ Expert view The FCA wants to drive down transfers and costs Although the focus is on contingent charging, the FCA …

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Revealed: DB transfer ‘insistent client’ data since pension freedoms

Revealed: DB transfer ‘insistent client’ data since pension freedoms 620 firms facilitated insistent clients The number of insistent client defined benefit (DB) transfers have risen each year since pension freedoms, a freedom of information (FOI) request submitted by Professional Adviser has found. The FOI, submitted to the Financial Conduct Authority (FCA), revealed there has been …

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PS19/21 Summary

PS19/21 Investment Pathways Our chairman (and co-founder) Nigel Chambers has summarised the PS19/21 Consultation Paper published by the FCA on July 30th 2019. To download the document, click here. Find Nigel’s summaries on the following consultation papers here: CP19/25 & FS19/5.

CP19/25 Summary

CP19/25 Pension Transfers – Contingent Charging Our chairman (and co-founder) Nigel Chambers has summarised the CP19/25 Consultation Paper published by the FCA on July 30th 2019. To download the document, click here. Find Nigel’s summaries on the following consultation papers here: PS19/21 & FS19/5.

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