Chartered Financial Planner logo

Norwich: 01603 760866

Ipswich: 01473 255948




FCA confirms new advice framework for DB transfers

The Financial Conduct Authority (FCA) has published new rules for advising on Defined Benefits (DB) pension transfers.

The new rules and guidance, which kicked in at the beginning of April, ensure that Financial Advice firms follow good practice when helping a client consider their pension fund options.

As with any advice, the FCA emphasises that recommendations on whether or not to transfer from DB to a Defined Contribution scheme must be built around what’s most appropriate to meet the client’s financial needs.

At SG Wealth Management, we pride ourselves on our thorough evaluation and advice process, which ensures we gather sufficient information to assess our client’s aims, goals and needs before delivering completely impartial recommendations.

To find out more click here, or contact us for a no-obligation chat on 01603  760866 or 01473 255948

Share this post

Share on linkedin
Share on facebook
Share on twitter

Thinking ahead

The coronavirus (COVID-19) pandemic has touched virtually every part of our lives and is having a widespread impact across all aspects of

Read More »