Billy Mackay looks at the FSA’s final guidance on Traded Life Policy Investments – a form of investment that it regards as being complex, high risk and unsuitable for the vast majority of retail clients. He also describes a number of crucial changes arising from the FSA’s policy statement on Pension Transfer Value Analysis assumptions for defined benefit transfers, before examining the recent code of practice relating to incentive exercises.
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A different approach to staying informed.
Information on Traded Life Investments and DB transfers
TalkTechie
19 July 2012
Billy Mackay looks at the FSA’s final guidance on Traded Life Policy Investments, and investigates changes arising from the FSA’s policy statement on Pension Transfer Value Analysis assumptions for defined benefit transfers.
6 July 2012
Andy Bell discusses the FSA's proposal to ban both cash rebates to customers and payments from product providers to platforms. He also looks at the importance of creating a level playing field with adjacent markets.
19 June 2012
Billy Mackay discusses the need for a ten-year moratorium on changes to pension rules.
15 May 2012
Protected rights was abolished on 6 April 2012. In this video, Billy Mackay investigates the ramifications.
9 December 2011
Malcolm Gordon, Business Development Director A J Bell, provides an update on recent developments and upcoming plans.
8 December 2011
Billy Mackay, Marketing Director A J Bell, looks at the speculation around capital adequacy and what it could mean for SIPP providers and explores recent changes to the carry forward rules.