For those advisers who provide pension transfer advice. Join our Head of Advice Quality Shirley Owen and our Director of Regulatory Consultancy and Advice Quality Jennifer Peaty for an informative session that will offer a refresher on FCA guidance and highlight best practice for constructing pension transfer cases. Our team have drawn on their knowledge and experience to present good and poor practice examples of what we see with a focus on know your customer, vulnerable clients and future foreseeable harm / good client outcomes.
