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.



Disclosure of Total, Client Specific, Adviser Charge
Steve Bailey Compliance FCA, PI, Switch
It is important that firms understand what is needed in this respect and disclose adviser fees compliantly