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Defined benefit transfers – where are we now?

9 months ago

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.

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Rachel Vahey
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Rachel Vahey

Job Title
Senior Technical Consultant

Rachel is a Senior Technical Consultant 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.

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