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O&M using regulator’s switching template

O&M Systems has added the FSA’s pension switching suitability assessment template to its Pensions Profiler system.

The firm’s 5,500 customers will be able to pre-populate the factual data from Pensions Profiler into the template, leaving just the subjective questions to be answered.

The FSA published the template in February after its thematic review found that unsuitable advice had been given in 16 per cent of the 500 pension switching cases it sampled.

Director Graham Miller says: “The FSA has made it clear that this template will form the basis of the follow-up work it intends to undertake this year.

“By introducing the FSA template as part of Pensions Pro- filer, we feel we are most definitely satisfying our objectives and maintaining the high standard, accuracy and reputation of the system.

“We hope that this enhanced functionality will go a signifi- cant way to assisting advisers in their review process.”

Informed Choice joint managing director Nick Bamford says: “This type of support is bound to help advisers using this software.”


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