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Understanding the FCA changes to pension transfer rules

The FCA has begun consulting on changes to its requirements around advice on pension transfers where clients have safeguarded benefits; in particular, defined benefit transfers. The proposals seek to recognise that the economic and legislative environment has changed significantly. If you are active in this market, you can contribute by completing the online response form […]

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Platforum: How the D2C platform market is evolving

We may hit peak oil before 2020 after which production goes into terminal decline. At Platforum’s recent D2C & Digital Investing conference, it was suggested by Econsultancy founder Ashley Friedlein that we have already hit peak CDO – the point at which the chief digital officer function is most prevalent in companies. Of course this […]

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The DB transfer elephant in the room

The issue of defined benefit pension transfer advice continues to dominate the adviser news agenda. It is the keynote topic at adviser conferences, it is lighting up online traffic on adviser websites and it is the go-to topic of conversation at industry meetings. Money Marketing has been writing in-depth cover stories on the topic for […]