The FCA and the Pensions Regulator have published a joint guide for employers and trustees on providing support with financial matters without needing to be subject to FCA regulation, which takes the form of a factsheet. The factsheet provides a non-exhaustive explanation of the type of assistance that employers and pension trustees may provide to help employees, without needing to be authorised by the FCA under the Financial Services and Markets Act 2000. It also signposts other publicly available guidance.

View Guide for employers and pension trustees on regulatory implications of helping employees with financial matters, 28 September 2017