Scottish Widows Pension Update April 2013: Understanding legacy issues and guidelines on replacement business.

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Robert Cochran, Key Account Pension Development Manager, Scottish Widows.

Robert Cochran: The learning outcomes from today’s session will be threefold.  We’re going to review the legacy rules for dealing with pre-RDR business in a post-RDR environment, and there seems to be a lot of interest about that at this time.  We’re also then going to look at some of the FSA’s guidance around replacement business and centralised investment propositions.  That’s still very very current.  And to put it all in its place we’re going to recap on the FSA pension switching guidance.  So those are the three main learning outcomes.   Legacy Business I’d like to start off wi...

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