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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...
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