FCA PS · FCA
PS18/6: Advising on Pension Transfers
Published
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Final rules, after CP17/16, on advising on pension transfers: all such advice must be a personal recommendation, the pension transfer specialist's checking role is clarified and the transfer value analysis requirement is replaced; it affects advisers, pension transfer specialists and pension providers.
Written from the Regulation Tomorrow post (Norton Rose Fulbright) that links this paper, not from the paper itself.
Details
| Reference | PS18/6 |
|---|---|
| Issuer | FCA |
| Published | 26 Mar 2018. Source: FCA, "PS18/6: Advising on Pension Transfers": "Policy Statement 26/03/2018" (read 19 Oct 2026) |
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