Congruent Actuarial & Financial Risk Consultants logo

News & insight

Our articles provide commentary and insight on a range of topical issues affecting the financial and legal service industries. We also provide news and announcements about Congruent.

Financial complaints and disputes - Congruent
Pension Complaints

FCA FG17/9 Update

https://www.fca.org.uk/news/statements/confirm-periodic-review-pension-transfers-redress-guidance  There is an update from the FCA (see link above) – they have updated the “Allowing for ongoing product charges and ongoing adviser charges”

Read more »
Congruent Calculations - Congruent Actuarial and Financial Risk Consultants
Congruent Calculations

FCA RPI-CPI new adjustments

CPI adjustments used for pension redress calculations  RPI will be aligned with CPI (or strictly speaking with CPIH) from 2030.  The long-range forecasts that we

Read more »
New online redress calculation service for DB pension transfers
Congruent Calculations

S404 Redress Scheme

FCA has announced a consultation on a redress scheme for former members of the British Steel Pension Scheme (“BSPS”) who were give unsuitable advice. The

Read more »
SIPP investment complaint - Congruent
Congruent Calculations

Pensions Redress

Paying redress when an individual has a pensions loss needs individual consideration. A pensions loss often means that it has been agreed that the individual

Read more »