Pension switching and in-specie platform re-registration: a call to action from the lang cat

Pension switching and in-specie platform re-registration: a call to action from the lang cat

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Who says we don't get to discuss sexy topics in the financial services industry? Oh. OK, never mind.

Here at the lang cat we get enthusiastic about topics that to the unenlightened might, at first glance, trigger a sudden need to be elsewhere. Pension switching is one of these. We are all about getting this stuff out in the open and giving it a good airing. Anything that turns down the volume on complification and up on client outcome is good and the best way to get there is to talk about it. So when we were approached to canvass the opinions of advisers, paraplanners and other fine industry professionals on the subjects of pension switching and platform re-registration, we were a...

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