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Pension transfers from defined benefit to defined contribution

Updated January 2020

Defined benefit pension transfer advice continues to be a key area of focus for the FCA, government and indeed consumer media.

FCA announce consultation on open finance

The Financial Conduct Authority (FCA) publish a Call for Input to explore the opportunities and risks arising from open finance.

When can life cover be increased without underwriting?

Providing Guaranteed Insurability Options (GIOs) for clients.

The key trust and estate issues from 2019

January is usually a good time to catch up on, or to summarise, the important developments from the past year and so this is what we will do this month and the next.