In light of MiFID II this is worth revisiting
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A light hearted story of every day file reviews - with some serious messages.
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Periodic assessment of suitability under MiFID II
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More Choice - More Flexibility - More Relevance
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Defined Benefit Transfers
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The first of a series of guides on transfer advice.
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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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The FCA has issued guidance on the issues around acquiring clients from other firms
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