Our recent article provided an overview of the FCA’s latest thinking around Pension Transfer advice as presented at a series of workshops being run around the country.
If you are involved in advising on pension transfers and have not attended one of the workshops, there is still time to do so. The remaining venues and dates are shown below.
19 March – Exeter
20 March – Telford
27 March – Doncaster
28 March – Newcastle
Further details can be found here.
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Firms involved in advising on pension transfers should attend one of the workshops if at all possible. The FCA does note who attends!
For information.
Your clients are Unique and your reports to them should be too
This generically refers to the transfer of benefits
Switching from one investment to another
Don’t replace unless there is a damn good reason to do so
Special Report by ATEB: A Guide to Independence
Steve Bailey Compliance FCA
In association with Adviser Business Review Magazine ATEB has produced a guide that highlights key characteristics for an independent firm.