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Defined benefit transfers

2 years ago
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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.

The value of investments can go down as well as up and your client may not get back their original investment.

For professional advisers’ use only.

Tax and pension rules apply.

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.

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