New rules around transfer advice apply from 1 October 2018. Make sure you are aware and ready for them.
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The Insurance Distribution Directive (IDD) will impact all IFA and Insurance Intermediaries.
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A recent FOS decision confirms regulatory and good practice requirements in relation to Pension Switches.
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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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If you want help preparing for the AF7 exam, this should be of interest.
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