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Retirement

Overseas pension transfers more complex under new FCA rules

Best Practice | 21 Jun 17

Overseas pension transfers more complex under new FCA rules

Transfers to overseas pensions are likely to become even more complicated following proposals from the Financial Conduct Authority to overhaul pension transfer advice in the UK.

FCA to overhaul pension transfer advice rules

Best Practice | 21 Jun 17

FCA to overhaul pension transfer advice rules

Advice on pension transfers is to be provided as a personal recommendation and transfer value analysis replaced with a comparison to show the value of the benefits being given up under plans announced by the UK regulator on Wednesday.

Fearful advisers face ‘information vacuum’ on pension transfers

Best Practice | 20 Jun 17

Fearful advisers face ‘information vacuum’ on pension transfers

Nearly all financial advisers disagree with the UK regulator’s pension transfer value analysis assumptions and are having to deal with an “information vacuum” from the UK regulator, according to veteran retirement expert Mike Morrison.

UK pension investments jump by over third in Q1

Retirement | 19 Jun 17

UK pension investments jump by over third in Q1

New pension investments in the UK were up by more than a third in the first three months of 2017, according to new figures by Equifax Touchstone.

Pension transfer values outstripping UK house prices

Retirement | 19 Jun 17

Pension transfer values outstripping UK house prices

The value of pensions being transferred out of defined benefit (DB) schemes is greater than the average cost of a house in the UK, research from Royal London has found.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.