The long awaited results of the FCA's 2016 suitability review have finally been published.
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Is it possible to merge Drawdown Plans?
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More Choice - More Flexibility - More Relevance
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The regulator first published guidance on pension switching advice in 2009. It still applies yet firms do not always meet
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Read about the most common failings with transfer advice and how to avoid them.
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Fourth and final free instalment of Pensions Related News
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Please see the third instalment of Pensions Related News
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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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Please see the second instalment of Pensions Related News
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