Support service provider Threesixty has launched a system of targeted support for advice firms that undertake defined benefit (DB) transfer business.
Threesixty has begun offering advisers what it called a 'menu' of targeted support to help them improve their services. The support dishes on that menu include a review of DB pension transfer business to make sure a firm's approach measures up against regulatory standards as well as how firms outsource to discretionary fund managers. Threesixty clients offered bespoke Dynamic Planner service It will also offer training and assistance to identify firm-specific requirements relating to the Senior Managers and Certification Regime (SM&CR), which is going to come into effect in Decembe...
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