Pay Attention(!) – Why the Staveley Case is so important for advisers

John Reynolds MSc BSc FPFS Chartered FCSI takes a look at this important case and why it is imperative that Advisers pay attention to the developments surrounding it. Background This case dates back to 2005/2006. Where Mrs Staveley, after a particularly bitter divorce, transferred a portion of a pension she had set up with her […]

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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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