Rory Percival on where advisers are going wrong with DB transfers
It's The Pro Adviser Podcast
On this week’s episode of The Pro Adviser Podcast, Hannah Godfrey talks to regulatory guru and former FCA man Rory Percival about the latest policy statement on a ban on contingent charging, and what advisers can take away from the material.
Percival, who worked at the Financial Conduct Authority (FCA) for ten years before setting up his own consultancy firm, tells listeners he was "disappointed" to hear record keeping continues to be problematic...
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