FCA contingent charging consultation 30 July 2019 Alistair MacDougallCompliance The FCA is proposing a series of wide ranging changes in relation to pension transfer advice, including a ban on […] Read More
Transfer Advice – LTA issues 16 November 2017 Alistair MacDougallCompliance Transferring a DB pension can exacerbate the client's LTA situation. Here are some aspects to consider. Read More
Transfer Advice – leaving funds to the next generation 25 October 2017 Alistair MacDougallCompliance A increasingly common desire since pension freedoms were introduced in 2015 ... but advisers should be wary! Read More
Transfer Advice – Partial Transfers 31 August 2017 Alistair MacDougallCompliance Taking a partial transfers could be a suitable option for many clients. Read More