DBTransfers

What is Abridged Advice?

The FCA’s recent consultation paper has sparked a whole debate about ‘Abridged Advice’. Abridged Advice was proposed by the regulator in its latest paper on defined benefit pension transfers: https://www.fca.org.uk/publications/consultation-papers/cp19-25-pension-transfer-advice So what is it and how will it affect you as an Adviser.

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Pension Transfer Workshop

This is a tutorial workshop for a maximum of 12 people only.   There will be 12 PTS practitioners or managers of businesses or compliance people who provide guidance to PTS advisers.   There are also two special guests on the ”panel”:   Rory Percival Trevor Williamson   Rory requires little introduction. He is recently […]

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