The recent paper from the FCA [FG22/5] prompted me to think about how we work with our IFA partners (our Introducers). Specifically, it prompted me to think about how we can support our IFA partners with their duties under the new consumer duty regs.
The FCA framework (around the ‘’new’’consumer duty described in PS22/9, with guidance in FG22/5) has been developed by the FCA to regulate for a principles based financial services profession in the UK – which impacts on everyone, every firm and every level of business. That includes us and our IFA partners who Introduce clients to us for specialist pension transfers advice.
Our IFA partners (that means you) will want to know that we, as your partner firm, are delivering good consumer outcomes, as per PS 22/9.
What makes a good partner with specialist pension transfer permissions, working with your firm and your clients? What is the golden** rule when working in partnership with other regulated firms?
Read our full article published by T&C News here https://www.t-cnews.com/
