Defined BenefitApr 11 2018

Under which circumstances is a pension transfer warranted?

  • To get up to speed with the FCA's policy statement on DB transfers
  • To learn some of the key points now required on DB transfers
  • To learn about APTAs and TVCs
  • To get up to speed with the FCA's policy statement on DB transfers
  • To learn some of the key points now required on DB transfers
  • To learn about APTAs and TVCs
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CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
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pfs-logo
cisi-logo
CPD
Approx.30min
Under which circumstances is a pension transfer warranted?

The FCA has published its much awaited Policy Statement PS18/6. The statement includes the feedback on CP17/16 as well as final rules and guidance on advising on pension transfers. 

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