All advisers working in pension transfers and consolidation must work to the principle of 'documentation, documentation, documentation' to ensure they meet exacting regulatory requirements, delegates heard.
LV= head of policy Philip Brown said advisers must start with the mindset of documentation first or risk even-greater scrutiny from the Financial Conduct Authority (FCA). "There is an unprecedented...
The increase in minimum AE contributions has had little impact on opt-out rates - with cessations after April increasing by less than two percentage points, data from The Pensions Regulator (TPR) shows.
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