About this seminar?
In this seminar we discuss the significant changes to rules around pension transfer advice that took effect on 1 October 2020.
This is part one of a three-part series.
Is this course free?
How to complete the module?
Click on ‘Continue to Lesson’ to the right and start the video.
What will I learn?
In this webinar, we are going to
- Summarise the rules
- Outline the key pension transfer advice process steps
- Explain the details around the ban on contingent charging
- Discuss exemptions to that rule
- Go through the disclosure requirements
- And close with a brief summary.
Pension Transfers PS 20 06
Overview & Contingent Charging Ban18:48