Trade bodies team up to consult on investment transfers

Group led by Ed Dymott

Tom Ellis
clock • 2 min read

Eight leading investment and pension bodies have teamed up to propose improvements to pension and investment transfers.

Following a review process, the bodies have published a consultation paper and are seeking input from all stakeholders by 31 January 2017. The work has been undertaken by the industry in consultation with the Financial Conduct Authority, the Department of Work and Pensions and the Pensions Regulator. The proposals focus on both transfers and re-registrations of retail financial products covering a broad range of tax wrappers as well as the asset types held within them. "Enabling consumers to shop around and move between providers is fundamental to any competitive market," said chair o...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Regulation

FCA CEO sets out shift in regulator's approach with 'less rules'

FCA CEO sets out shift in regulator's approach with 'less rules'

Consumer Duty ‘will do a lot of the work for us’

Isabel Baxter
clock 18 February 2026 • 2 min read
Failed financial advice firms tracker

Failed financial advice firms tracker

Firms that the FSCS has confirmed as failed since the start of 2023

Professional Adviser
clock 17 February 2026 • 1 min read
Duty of care: Moving the needle from compliance to strategy

Duty of care: Moving the needle from compliance to strategy

'Prioritising vulnerable customers should no longer be seen as an overhead'

Jonathan Barrett
clock 10 February 2026 • 4 min read