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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Information on Traded Life Investments and DB transfers
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