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A reminder for general insurance intermediaries
Fourth and final free instalment of Pensions Related News
The FCA has issued two alerts that are essential reading for Pension Transfer specialists.
HMRC has lost a landmark appeal where IHT was charged following death within two years of a pension transfer.
Acquiring clients from other firms
Alistair MacDougall Compliance 2017, FCA, Switch
The FCA has issued guidance on the issues around acquiring clients from other firms