Webinars

Defined Benefit transfers and Abridged Advice: An affordable way to good quality advice

Webinar: 16 July, 11am

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What to expect from this webinar

From 1 October 2020, the FCA has provided us with a ‘condensed’ way to advise someone not to transfer their DB pension. Abridged advice is a useful step in the right direction, addressing what is for many, an otherwise expensive piece of advice. But the advice can only go one way and it comes with pitfalls and hazards. Importantly, Trustees, Employers and Members must be wary not to fall into a trap of providing a service that results in a cheap and easy way to deliver poor quality advice…

Your webinar host:

Ian Gutteridge

Director

Full profile