As indicated in last week’s Newsletter, we will be running a series of webinars, starting late October, that will provide detailed explanation of the new rules around Pension Transfer Advice and how firms can satisfy these.
There will be three webinars, each lasting around 20-30 minutes, as follows:
- Part one
Overview of the rule changes
Contingent charging ban - Part two
Filtering
Information / Education (‘Triage’)
Abridged Advice - Part three
Considering the Workplace Pension option
Other rule changes
A closer look at FG 21/3 – finalised guidance on transfers
Alistair MacDougall Compliance FCA, Pension, Pension Transfer, PI, transfer
In our recent article giving an overview of Finalised Guidance (FG 21/3), we indicated that we would pick out a few of the more interesting snippets for a closer look. That is not to imply that the rest of the guidance is of no interest, just a reflection that much of the guidance is a […]