If you are involved in advising on DB transfers, this will be of interest.
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New rules around transfer advice apply from 1 October 2018. Make sure you are aware and ready for them.
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Defined Benefit Transfer Templates & MiFID II Changes
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Should you deal with insistent clients?
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Keep up to date with the FCA's current areas of focus.
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More Choice - More Flexibility - More Relevance
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The FCA proposals for further changes to rules around pension transfer advice.
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New rules apply to transfer advice from 1 April 2018.
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Your disclosure documents should be reviewed for compliance with MiFID II requirements.
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Not all schemes are the same ... a reminder about dependant's benefits.
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