Pension switching: to switch or not to switch - that is the question

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Craig looks at the main regulatory concerns with pension switching and how advisers can overcome these.

He also looks at what the regulator considers to be suitable reasons for a client to switch, what advisers need to consider with the ceding scheme, what research they expect advisers to carry out and where they can easily access the information, and what advisers need to include in a suitability report.

CPD learning outcomes - 75 minutes

timer iconAfter watching this webinar on pension switching, you'll be able to: 

  • Document their advice process in line with the regulator requirements.
  • Identify the relevant risk factors associated with pension switching.
  • Demonstrate suitability when recommending a switch.

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.