Pension transfers – look before you leap

Justin and Fiona will investigate the things advisers should consider when assessing the suitability of a pension transfer. They’ll also cover the many consultation papers, policy statements and guidance documents issued by the FCA over the last few years and the changes for pension transfers that came into effect on 1 October 2020.

CPD learning outcomes - 60 minutes

timer iconAfter watching this webinar you'll understand:

  • The changes to advising on pension transfers contained in Policy Statement PS20/6.
  • How to identify the relevant risk factors associated with pension transfers.
  • How to document your advice process in line with the requirements of the regulator.

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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.