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.
Transfer Advice – transferring in ill health