Transfer Advice – transferring in ill health
Clients in poor health introduce additional considerations for advisers.
Pension Transfer
Suitability reports under MiFID II
Many firms will need to make changes to their suitability processes.
September 2017 Update
Defined Benefit Transfers
Advising on Pension Transfers
Read about the most common failings with transfer advice and how to avoid them.
Pension Transfers and IHT
HMRC has lost a landmark appeal where IHT was charged following death within two years of a pension transfer.
Must read – Pension Alerts
The FCA has issued two alerts that are essential reading for Pension Transfer specialists.
Pensions reforms – new advice rules
New rules around pension advice came into effect on 25 Aprill 2016. See here for details.
Insistent Clients
In light of the recent pensions reforms, the FCA has clarified the ‘insistent client’ expectations
FCA Enhances Pension Transfer Rules
The FCA implements changes to pension transfer rules that potentially affect all IFA firms
Transfers
This generically refers to the transfer of benefits