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.



Advising non-UK clients
Alistair MacDougall Compliance Conduct, EEA, email, EU, FCA, MiFID, passport, PI, vulnerable
Despite the fact that the UK ceased to be a member of the EU/EEA almost a year ago, we are still asked for advice around how a UK firm can take on a new non-UK client or continue to deal with such clients that the firm had pre-BREXIT. We have written before about the general […]