While this paper is mostly of relevance to Pension Providers, there are some implications for advisers.
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CP19/25 highlighted some commonly used reasons to transfer/switch that often do not stand up to close scrutiny.
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Transfer advice is complex and may not always be able to be delivered properly before the CETV guarantee expires.
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Given recent changes in the UK's position on BREXIT, the FCA has updated its guidance.
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The FCA is proposing a series of wide ranging changes in relation to pension transfer advice, including a ban on
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What timescales and standards should Scheme Administrators be working to when a member wishes to transfer benefits?
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Understanding the requirements around the use of TVC.
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Does a PTS need to be a CF30?
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Following the recent Woodford fund suspension, we consider the regulatory requirements.
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So, it's right for the client to transfer ... but should the transfer be done NOW?
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