Back in June 2020, the FCA published an ‘advice checker’ to help consumers assess whether pension transfer advice they had
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Policy Statement PS 20-06 stated that a firm providing pension transfer advice “… may also not charge less than it
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We recently reviewed a pension transfer report where the client was recommended to transfer out of the defined benefit scheme
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The FCA is devoting a great deal of weight to its upcoming Consumer Duty regulations. These will be finalised in
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The tentative question posed in the heading to this article refers to the vagueness of the rules around when disclosure
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We often see pension transfer cases where the client is in ill health and with this as the primary driver
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A question that pops up from time to time is whether there is a need to discount potential options that
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We have seen a very large number of pension transfer suitability reports since the introduction of the pension freedoms that
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The rights of pension scheme members to transfer, that were established in the Pensions Act 2015 are no longer absolute
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Policy Statement PS20-06 states: “A firm may set a different level of non-contingent charges if they are not undertaking the
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