How to demonstrate DB transfer suitability

12 June 2019

Bovill Neil Walking

Neil Walkling has been featured in Money Marketing explaining how to demonstrate DB transfer suitability.

DB pension transfer advice is the most complex and high-risk financial advice you can give. It can result in serious and irreversible consequences for clients, and for your firm if you get it wrong.

Read more to find out if you’re doing the right thing by your clients. If you’re not, the FCA will soon come knocking on your door.

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