The FCA should provide a "safe harbour" for advisers to undertake early-stage conversations on defined benefit (DB) transfers that will not put them at regulatory risk, Royal London's Steve Webb has said.
In March, the Financial Conduct Authority (FCA) published a consultation paper on ‘improving the quality of pension transfer advice' and raised concerns the ‘triage' process - whereby advisers give an...
Feasibility study due
'Let’s be bold enough to demand change'
Joint life second death option added to relieve tax burden on couples gifting assets
Backed by Schroders, LGIM and the IA
New system for funds without without three-year track record