Transfer Advice – LTA issues
Transferring a DB pension can exacerbate the client's LTA situation. Here are some aspects to consider.
Pension
Transfer Advice – transferring in ill health
Clients in poor health introduce additional considerations for advisers.
October 2017 Update
More Choice - More Flexibility - More Relevance
Transfer Advice – leaving funds to the next generation
A increasingly common desire since pension freedoms were introduced in 2015 ... but advisers should be wary!
Suitability reports under MiFID II
Many firms will need to make changes to their suitability processes.
Transfer advice – enhanced TVs and protection
Something to watch out for when advising clients with enhanced TVs.
Defined Benefit Transfers: Standards of Advice
Recently published FCA findings on suitability of transfer advice.
September 2017 Update
Defined Benefit Transfers
Transfer Advice – Partial Transfers
Taking a partial transfers could be a suitable option for many clients.
Transfer Advice – avoiding the pitfalls.
The first of a series of guides on transfer advice.