Keeley Paddon: Considerations for a positive DB transfer recommendation - Part 2

Second of two articles

clock
Keeley Paddon: "The FCA has intimated that a review and update of its ‘COBS’ Conduct of Business Sourcebook is due and we are anticipating this will be at some point this year."
Image:

Keeley Paddon: "The FCA has intimated that a review and update of its ‘COBS’ Conduct of Business Sourcebook is due and we are anticipating this will be at some point this year."

In the second of two articles on potential issues concerning DB pension transfers, Keeley Paddon highlights further key considerations advisers need to address before making a positive recommendation

Last week, I started to outline the issues to be considered when transferring from a defined benefit (DB) to a defined contribution (DC) scheme. Having examined documentation, CETV and TVAS and options...

To continue reading this article...

Join Professional Adviser

 

  • 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 Retirement

Little variation between advisers CRPs and CIPs, FE finds

Little variation between advisers CRPs and CIPs, FE finds

‘Generation DC’

Jenna Brown
clock 18 May 2022 • 2 min read
Value for money: Half of savers don't care about costs

Value for money: Half of savers don't care about costs

B&CE research finds savers are more engaged with mortgage and banking charges

Hope William-Smith
clock 16 May 2022 • 1 min read
Canada Life UK taps Paul Russell as CIO

Canada Life UK taps Paul Russell as CIO

Effective immediately

Hemma Visavadia
clock 26 April 2022 • 1 min read