We promise not to bombard you with pointless emails. By signing up you agree to our privacy policy. You can unsubscribe or change your preferences at any time by clicking the link in any emails.
28 August 2019
Defined Benefit Pension Transfer Advice. What it SHOULD look like!
It seems a working day does not pass without several articles on “Defined Benefit” or “Final Salary Pensions”- and why not? This area continues to be the hot topic both for the people with these types of pensions seeking advice, and the regulator alike.
Last week, the Financial Conduct Authority (FCA) released an excellent video, which is to show you the client what you should expect from advice firms when we are giving advice on this complex and very specialised area of advice.
This is really great to see from the FCA, and we feel at RIS that it is very well timed. If you are seeking advice on Defined Benefits/Final Salary pensions, do make sure you have watched this video first to find out what the advice process SHOULD look like in advance.
#GoldStandardTransferAdvice #PensionTransferGoldStandard
07 January 2022
Is now the time to look for long-term alternatives?
Read more
08 November 2021
A comprehensive financial plan helps you achieve your goals
Read more
30 April 2021
Are you a paraplanner / trainee financial planner looking for the next step in your career? Come join us!
Read more