Pension Transfer Specialist – qualification deadline
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19 October 2021 / Compliance
Pension Transfer Specialist – qualification deadline

FCA Policy Statement PS18/20 introduced a new requirement that all Pension Transfer Specialists (PTS) must hold the Level 4 qualification for providing advice on investments as defined in the Retail Distribution Review (RDR), before they can advise on or check pension transfer advice. The rationale behind this was that, while a PTS may not always [...]

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