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.
Transfer advice is complex and may not always be able to be delivered properly before the CETV guarantee expires.
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The FCA is planning a new platform to collect data from firms.
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