Defined BenefitJun 13 2018

Getting used to how advising on pension transfers is now done

  • Being brought up to date with the latest thinking on DB transfers
  • Understanding the importance of APTA and TVC
  • Learning how the advice process on DB transfers has changed
  • Being brought up to date with the latest thinking on DB transfers
  • Understanding the importance of APTA and TVC
  • Learning how the advice process on DB transfers has changed
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CPD
Approx.30min
pfs-logo
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CPD
Approx.30min
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pfs-logo
cisi-logo
CPD
Approx.30min
Getting used to how advising on pension transfers is now done

In late March of this year the Financial Conduct Authority (FCA) published its much-awaited Policy Statement (PS18/6) detailing the new safeguards it requires of all parties involved in the defined benefit (DB) transfers market, following a nine-month review of the market and intense parliamentary pressure from MP Frank Field’s work and pensions select committee. 

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