Share

Pension transfers – look before you leap

Published  20 April 2023
   60 min CPD

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

  • 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.

What's covered

  • Things advisers should consider when assessing the suitability of a pension transfer
  • Consultation papers, policy statements and guidance documents issued by the FCA over the last few years
  • The changes for pension transfers that came into effect on 1 October 2020.

CPD certificate of completion

Once you've watched the webinar, simply complete the short quiz below and give us a few details in order to receive a CPD certificate of completion.

Check your knowledge

To gain your CPD certificate answer the following questions.

1. Which of the following is NOT one of the minimum requirements of the APTA?
2. Which of the following would be acceptable under a triage service?
3. Which of the following is NOT included in the FCA's guidance on assessing a client's attitude and understanding of giving up safeguard benefits?
4. When following abridged advice, which of the following can a pension transfer specialist do?
5. Since October 2020, how many hours of CPD specific to pension transfers does a pension transfer specialist need to complete annually?

CPD certificate details

Please enter your details below in order to receive a CPD certificate of completion.

* Indicates a required field