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