Pension transfer activity falls to lowest level in five years

As FCA updates guidance on how to support vulnerable clients when providing pension transfer advice

Asia | news 30 Aug 23

To facilitate ‘seamless delivery of external paraplanning and administrative services’

‘Selling a business can be a challenging and stressful proposition’

‘There isn’t a single good reason why men should have more money than women, whether that’s in savings, investments or their pension’

But 39% of advisers do not routinely explain the benefits of tax efficiency on investments

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