Microphone

Defined benefit transfers – where are we now?

3 years ago
Back to Infocentre

Senior Technical Consultant Rachel Vahey is back for a consecutive week and this time she’s taking a fine-toothed comb to DB transfers.

During this session, Rachel will focus her attention on the FCA – in light of its latest revisions to rules and guidance – and explains what these changes could mean for you and your clients.

Supporting literature

 

 

Rachel Vahey

Rachel Vahey

Head of Public Policy

Rachel is Head of Public Policy helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

More from Rachel Vahey

The information on this page is intended for professional advisers only.

Authorised and regulated by the Financial Conduct Authority.

Financial adviser verification

This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below. 

We will remember your preference, so you should only be asked to select the appropriate website once per device.