The Financial Conduct Authority (FCA) has sent 45 advice firms a questionnaire containing more than 50 questions designed to probe the firms for information on pension transfers.
Professional Adviser has seen a copy of the eight-page document that asked firms to answer each question considering all transfers they have undertaken from the introduction of pension freedom on 6 April...
An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client
The government is "in daily contact" with industry figures over the pensions dashboard as it prepares for the roll-out and its feasibility report, Guy Opperman has said.
Organisation led by Johnny Timpson
From 1 April 2019
Available in eight languages