Webinar: Defined benefit transfers – where are we now?

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


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.

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